Edward Holt has been Chief Compliance Officer/President of Global Trust Wealth Management since September 2024, is a control person of the firm and directly owns under 5% of it. Edward Holt holds a Master of Liberal Arts in Finance from Harvard University Extension School, a Master of Professional Accountancy from Clemson University and a Bachelor of Science in Accounting from Clemson University. Edward Holt is a graduate of Certificate in Corporate Finance, Harvard University.
Global Trust Wealth Management LLC is a West Palm Beach, FL firm with $214M under management, 91 clients and 3 advisers in one office, as of its February 2026 filing.
Thomas Holt is Managing Partner/President of Global Trust Wealth Management, LLC, based in West Palm Beach, Florida. He is a founder of the firm and brings nearly 20 years of experience in the financial services industry. He oversees operations including portfolio management, cash management, investment strategy design, securities trading and client relationship management.
Edward Holt’s longest registration was 17 years at Global Trust (2007–2024). Before joining Global Trust Wealth Management in 2024, Edward Holt was registered through Global Trust.
- – present · 1 yearWest Palm Beach, FL · Adviser representative · Firm CRD 333458
- Global Trust– · 17 yearsWest Palm Beach, FL · Adviser representative · Firm CRD 143120
Professional designations
Listed by Global Trust Wealth Management
- CPA
- PFS™
Investment adviser representative registrations
Edward Holt is registered as an investment adviser representative in Florida, since November 2024.
- FloridaSince 15 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 January 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Edward Thomas Holt
- CRD
- 5284666
- Firm
- Global Trust Wealth Management · CRD 333458
- Role
- Chief Compliance Officer/President
- Office
- 515 N. FLAGLER DRIVE, STE 1700, West Palm Beach, FL 33401
- Registration
- Investment adviser registration
- In the industry since
- March 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- globaltrustwealth.com
Where does Edward Holt work?
Edward Holt has been Chief Compliance Officer/President of Global Trust Wealth Management LLC since September 2024, and is a control person of the firm.
Is Edward Holt a financial advisor?
Yes. Edward Holt has a current investment-adviser registration in Florida, through Global Trust Wealth Management since November 2024.
How many years of experience does Edward Holt have?
Edward Holt has 19 years in the financial industry, since March 2007, across 2 adviser firms.
What exams has Edward Holt passed?
Edward Holt passed the Series 65 in January 2007.
Where is Edward Holt based?
Edward Holt’s registered office is in West Palm Beach, FL.
Is Edward Holt registered with FINRA?
No. Edward Holt has no current broker registration.
How can I verify Edward Holt’s record?
Search CRD 5284666 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Holt’s full registration record.
