Christopher Conness has been Director of Global Wealth Management Investment Advisory since February 2018, is a control person of the firm and directly owns between 50% and 75% of it.
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.
C. Grant Conness is Managing Director & Co-Founder of Global Wealth Management, an SEC Registered Investment Adviser. He focuses on helping clients achieve their ideal retirement through innovative and traditional retirement planning and investment management solutions.
Christopher Conness’ longest registration is the current one, 9 years at Global Wealth Management Investment Advisory since 2017. Before joining Global Wealth Management Investment Advisory in 2017, Christopher Conness was registered through Global Financial Private Capital, LLC.
- – present · 9 yearsFort Lauderdale, FL · Adviser representative · Firm CRD 286005
- Global Financial Private Capital, LLC– · 7 yearsFT. Lauderdale, FL · Adviser representative · Firm CRD 132070
Investment adviser representative registrations
Christopher Conness is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2017; the most recent is Texas, in June 2020.
- FloridaSince 5 May 2017
- TexasResidentSince 23 June 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 22 October 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 November 2004 |
| Series 7 | General Securities Representative Examination | 2 September 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher Grant Conness
- CRD
- 4778193
- Firm
- Global Wealth Management Investment Advisory · CRD 286005
- Role
- Director
- Office
- 1301 EAST BROWARD BLVD, SUITE 200, Fort Lauderdale, FL 33301
- Registration
- Investment adviser registration
- In the industry since
- September 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- askglobalwealth.com
Where does Christopher Conness work?
Christopher Conness has been Director of Global Wealth Management Investment Advisory, Inc. since February 2018, and is a control person of the firm.
Is Christopher Conness a financial advisor?
Yes. Christopher Conness has a current investment-adviser registration in Florida and Texas, through Global Wealth Management Investment Advisory since May 2017.
How many years of experience does Christopher Conness have?
Christopher Conness has 22 years in the financial industry, since September 2004, across 2 adviser firms.
What exams has Christopher Conness passed?
Christopher Conness has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in September 2004. FINRA credited Christopher Conness with the SIE, which began in October 2018.
Where is Christopher Conness based?
Christopher Conness’ registered office is in Fort Lauderdale, FL.
Is Christopher Conness registered with FINRA?
No. Christopher Conness has no current broker registration.
How can I verify Christopher Conness’ record?
Search CRD 4778193 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Conness’ full registration record.
- Lejeana LoveChief Compliance Officer
- John ThomasCIO
- Andrew CostaCEO