Charles Bosanac has been an investment adviser representative at Global Wealth Management Investment Advisory since August 2022, and is not listed among the firm’s executive officers or direct owners.
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.
- – present · 4 yearsFort Lauderdale, FL · Adviser representative · Firm CRD 286005
Investment adviser representative registrations
Charles Bosanac is registered as an investment adviser representative in Florida, since August 2022.
- FloridaSince 31 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 August 2022 |
| SIE | Securities Industry Essentials Examination | 16 June 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Charles James Bosanac
- CRD
- 7424648
- 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
- August 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Charles Bosanac work?
Charles Bosanac is an investment adviser representative registered through Global Wealth Management Investment Advisory, Inc. since August 2022, and is not listed among the firm’s executive officers or direct owners.
Is Charles Bosanac a financial advisor?
Yes. Charles Bosanac has a current investment-adviser registration in Florida, through Global Wealth Management Investment Advisory since August 2022.
How many years of experience does Charles Bosanac have?
Charles Bosanac has 4 years in the financial industry, since August 2022, across 1 adviser firm.
What exams has Charles Bosanac passed?
Charles Bosanac has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in June 2021.
Where is Charles Bosanac based?
Charles Bosanac’s registered office is in Fort Lauderdale, FL.
Is Charles Bosanac registered with FINRA?
No. Charles Bosanac has no current broker registration.
How can I verify Charles Bosanac’s record?
Search CRD 7424648 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Bosanac’s full registration record.
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Christopher ConnessDirector- John ThomasCIO
- Andrew CostaCEO