Brian Campanile
Investment adviser representative at Global Wealth Management Investment Advisory, Inc.
11 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
11 years in the industry.
- Global Wealth Management Investment Advisory, Inc.Apr 2026 to now
- Global Wealth Management Investment Advisor, Inc.Apr 2026 to now
- Global Wealth Retirement Planning, LLCApr 2026 to now
- Fidelity InvestmentsAug 2024 to Apr 2026
- Schwab Wealth Advisory IncJun 2020 to Jul 2024
- Charles Schwab & Co., Inc.Mar 2015 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2016
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
- 6242269
- Firm CRD
- 286005