Charles James Bosanac
Investment adviser representative at Global Wealth Management Investment Advisory, Inc.
10 yearsExperience
1 stateRegistered in
$722.8MFirm assets
9 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 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
10 years in the industry.
- Global Wealth Management Investment Advisory, Inc.Aug 2021 to now
- Global Wealth Retirement Planning, LLCAug 2021 to now
- Louie Bossi's Boca RatonJul 2018 to May 2021
- Papa's Raw BarJul 2017 to May 2018
- Florida Atlantic UniversityMay 2017 to Jun 2021
- Florida State UniversityJul 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7424648
- Firm CRD
- 286005