Brian Campanile has been an investment adviser representative at Global Wealth Management Investment Advisory since April 2026, and is not listed among the firm’s executive officers or direct owners. Brian Campanile holds a Bachelor of Science in Finance from the University of Central Florida.
Global Wealth Management Investment Advisory, Inc. is a Fort Lauderdale, FL firm with $723M under management, 1,667 clients and 10 advisers across 5 offices, as of its March 2026 filing.
Brian Campanile is Wealth Advisor of Global Wealth Management. He has more than 10 years of experience across investment planning, tax strategy, risk management and retirement strategy. Before joining the firm in 2026, he spent 12 years helping families at Fidelity Investments and Charles Schwab.
Brian Campanile’s longest registration was 4 years at Schwab Wealth Advisory, Inc. (2020–2024). Before joining Global Wealth Management Investment Advisory in 2026, Brian Campanile was registered through Strategic Advisers LLC and Fidelity Personal and Workplace Advisors.
- – present · under a yearFort Lauderdale, FL · Adviser representative · Firm CRD 286005
- Strategic Advisers LLC– · 1 yearBoca Raton, FL · Adviser representative · Firm CRD 104555
- Fidelity Personal and Workplace Advisors– · under a yearShrewsbury, MA · Adviser representative · Firm CRD 288590
- Charles Schwab & Co., Inc.– · 1 yearOrlando, FL · Adviser representative · Firm CRD 5393
- Schwab Wealth Advisory, Inc.– · 4 yearsOrlandoa, FL · Adviser representative · Firm CRD 159035
- Charles Schwab & Co., Inc.– · 3 yearsOrlando, FL · Adviser representative · Firm CRD 5393
- 401k Generation– · under a yearWinter Park, FL · Adviser representative · Firm CRD 154279
Professional designations
Listed by Global Wealth Management Investment Advisory
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Brian Campanile is registered as an investment adviser representative in Florida, since April 2026.
- FloridaSince 22 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 6 November 2017 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 21 July 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 September 2016 |
| Series 7 | General Securities Representative Examination | 1 August 2016 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 October 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6242269
- Firm
- Global Wealth Management Investment Advisory · CRD 286005
- Office
- 1301 EAST BROWARD BLVD, SUITE 200, Fort Lauderdale, FL 33301
- Registration
- Investment adviser registration
- In the industry since
- June 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- askglobalwealth.com
Where does Brian Campanile work?
Brian Campanile is an investment adviser representative registered through Global Wealth Management Investment Advisory, Inc. since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Brian Campanile a financial advisor?
Yes. Brian Campanile has a current investment-adviser registration in Florida, through Global Wealth Management Investment Advisory since April 2026.
How many years of experience does Brian Campanile have?
Brian Campanile has 10 years in the financial industry, since June 2016, across 6 adviser firms.
What exams has Brian Campanile passed?
Brian Campanile has passed 5 licensing exams: the Series 65, Series 7, Series 63, Series 9 and Series 10. The earliest, the Series 65, was passed in October 2014. FINRA credited Brian Campanile with the SIE, which began in October 2018.
Where did Brian Campanile work before Global Wealth Management Investment Advisory?
Before Global Wealth Management Investment Advisory, Brian Campanile was registered through Fidelity Personal and Workplace Advisors, September 2024 to March 2025; Charles Schwab & Co., Inc., January 2022 to March 2023; Schwab Wealth Advisory, Inc., July 2020 to July 2024; Charles Schwab & Co., Inc., July 2016 to July 2020; 401k Generation, December 2014 to February 2015.
Where is Brian Campanile based?
Brian Campanile’s registered office is in Fort Lauderdale, FL.
Is Brian Campanile registered with FINRA?
No. Brian Campanile has no current broker registration.
Is Brian Campanile a CFP?
Global Wealth Management Investment Advisory lists Brian Campanile with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Brian Campanile’s record?
Search CRD 6242269 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Campanile’s full registration record.
- Lejeana LoveChief Compliance Officer
Christopher ConnessDirector- John ThomasCIO
- Andrew CostaCEO