Shawn Michael Teufel
Investment adviser representative at Global Trust Wealth Management LLC
11 yearsExperience
1 stateRegistered in
$213.7MFirm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Global Trust Wealth Management LLCJan 2025 to now
- Sykon Capital LLCJun 2023 to Jan 2025
- UnemployedSep 2018 to Jan 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2018 to Jun 2023
- Morgan Stanley Private Bank, N.A.Oct 2016 to Sep 2018
- Morgan StanleyOct 2015 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
Global Trust Wealth Management LLC
$213.7MAssets managed
91Clients
3Advisers
1 yearIn 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
- 6554048
- Firm CRD
- 333458