Skip to content

Brian Joseph Brescia

Investment adviser representative at Global Trust
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$450.2MFirm assets

Are you Brian Joseph Brescia? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

22 years in the industry.

  1. Brescia Mccluskey, LLCJul 2024 to now
  2. Global TrustMar 2007 to now
  3. Global Trust Asset Management, LLCJan 2007 to now
  4. Nowlen, Holt, & Miner, P.A.Dec 2004 to Jul 2024

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 1 state (FL).

Global Trust

Legal name: Global Trust Asset Management, LLC

$450.2MAssets managed
276Clients
8Advisers
18 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
5284683
Firm CRD
143120
Advisor's SEC record (opens in a new tab)
CallContact this firm