Edward Graham has been CCO of Global Wealth Management since May 2021, is a control person of the firm and directly owns under 5% of it. Edward Graham holds a Bachelor of Science in Finance from the University of Tampa.
Global Wealth Management, LLC is a Kingston, NJ firm with $246M under management, 76 clients and 3 advisers in one office, as of its February 2026 filing.
Edward A. Graham recently joined the Global Wealth Management team with over twenty years of investment management experience. Previously he was President of Graham Capital Management, Inc., where he was responsible for managing equity investments for The Tuchman Group. From 1995 to 2007 Graham Capital Management provided equity portfolio services and advice to Interpool, Inc., a lessor of shipping containers and chassis.
- – present · 8 yearsKingston, NJ · Adviser representative · Firm CRD 153677
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 May 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Edward A Graham
- CRD
- 2473720
- Firm
- Global Wealth Management · CRD 153677
- Role
- CCO
- Office
- 4420 ROUTE 27, SUITE B, Kingston, NJ 08528
- Registration
- Investment adviser registration
- In the industry since
- May 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- globalwealthllc.com
Where does Edward Graham work?
Edward Graham has been CCO of Global Wealth Management, LLC since May 2021, and is a control person of the firm.
Is Edward Graham a financial advisor?
Yes. Edward Graham has a current investment-adviser registration, through Global Wealth Management since May 2018.
How many years of experience does Edward Graham have?
Edward Graham has 8 years in the financial industry, since May 2018, across 1 adviser firm.
What exams has Edward Graham passed?
Edward Graham passed the Series 65 in May 2018.
Where is Edward Graham based?
Edward Graham’s registered office is in Kingston, NJ.
Is Edward Graham registered with FINRA?
No. Edward Graham has no current broker registration.
How can I verify Edward Graham’s record?
Search CRD 2473720 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Graham’s full registration record.
