Kimberly Dawn Woody
Investment adviser representative at Globalt Investments
26 yearsExperience
1 stateRegistered in
$3BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
26 years in the industry.
- Globalt InvestmentsNov 2023 to now
- Globalt Investments LLC (successor)Feb 1997 to now
- Globalt Investments, Sid Synovus Trust Co Succesor,globalt IncFeb 1997 to Nov 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (GA).
Globalt Investments
Legal name: Globalt Investments LLC
$3BAssets managed
3,248Clients
12Advisers
2 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
- 6185447
- Firm CRD
- 328039