Brian Brescia has been Managing Partner of Global Trust Asset Management since January 2007, is a control person of the firm and directly owns 75% or more of it. Brian Brescia holds a Bachelor of Science of Accounting from the University of Florida and a Master of Accountancy from the University of Florida.
Global Trust Asset Management, LLC is a Palm Beach Gardens, FL firm with $450M under management, 276 clients and 7 advisers across 3 offices, as of its July 2026 filing.
Brian J. Brescia is Managing Partner and Founder of Global Trust Asset Management, LLC. He brings more than 20 years of experience in the financial services industry to his leadership role at Global Trust. His primary focus is on portfolio management and individual client investments. Before Global Trust, he worked for PricewaterhouseCoopers, LLP in New York City in its Personal Financial Services division.
- Global TrustCurrent– present · 19 yearsPalm Beach Gardens, FL · Adviser representative · Firm CRD 143120
Professional designations
Listed by Global Trust Asset Management
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Personal Financial Specialist (PFS)
Investment adviser representative registrations
Brian Brescia is registered as an investment adviser representative in Florida, since March 2007.
- FloridaSince 16 March 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 January 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brian Joseph Brescia
- CRD
- 5284683
- Firm
- Global Trust Asset Management · CRD 143120
- Role
- Managing Partner
- Office
- 11300 U.S. HIGHWAY 1, SUITE 600, Palm Beach Gardens, FL 33408
- Registration
- Investment adviser registration
- In the industry since
- March 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gbltrust.com
Where does Brian Brescia work?
Brian Brescia has been Managing Partner of Global Trust Asset Management, LLC since January 2007, and is a control person of the firm.
Is Brian Brescia a financial advisor?
Yes. Brian Brescia has a current investment-adviser registration in Florida, through Global Trust Asset Management since March 2007.
How many years of experience does Brian Brescia have?
Brian Brescia has 19 years in the financial industry, since March 2007, across 1 adviser firm.
What exams has Brian Brescia passed?
Brian Brescia passed the Series 65 in January 2007.
Where is Brian Brescia based?
Brian Brescia’s registered office is in Palm Beach Gardens, FL.
Is Brian Brescia registered with FINRA?
No. Brian Brescia has no current broker registration.
Is Brian Brescia a CFP?
Global Trust Asset Management lists Brian Brescia with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Brian Brescia’s record?
Search CRD 5284683 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Brescia’s full registration record.
- Radha RaiChief Compliance Officer
- Michele BresciaChief Relationship Officer
- Alexia McCluskeyMember