Gregg Kleinman
Investment adviser representative at Global Wealth Management Investment Advisory, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$722.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Global Wealth Management Investment Advisory, Inc.Apr 2022 to now
- Global Wealth Retirement Planning, LLCApr 2022 to now
- Madison Avenue Securities, LLCJan 2025 to Dec 2025
- Madison Avenue SecuritiesApr 2022 to Dec 2023
- UnemployedMay 2021 to Apr 2022
- Morgan Stanley Smith BarneyJun 2009 to May 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
Global Wealth Management Investment Advisory, Inc.
$722.8MAssets managed
1,667Clients
16Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4773338
- Firm CRD
- 286005