Shawn Teufel has been Partner of Global Trust Wealth Management since January 2025, is not listed as a control person, but directly owns between 5% and 10% of the firm. Shawn Teufel holds a Master of Business Administration from Liberty University and a Bachelor of Science from Liberty 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.
Shawn Teufel is Partner of Global Trust Wealth Management, LLC, based in West Palm Beach, Florida. He has worked in the financial industry for the past decade, specializing in financial planning and investment management for business owners, entrepreneurs, executives, athletes, entertainers, and endowments and foundations. Before moving into finance, he spent six years playing professional baseball with the Detroit Tigers and New York Mets organizations.
Shawn Teufel’s longest registration was 4 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2019–2023). Before joining Global Trust Wealth Management in 2025, Shawn Teufel was registered through Sykon Capital LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 1 yearWest Palm Beach, FL · Adviser representative · Firm CRD 333458
- Sykon Capital LLC– · 1 yearJupiter, FL · Adviser representative · Firm CRD 326728
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 4 yearsPalm Beach Gardens, FL · Adviser representative · Firm CRD 7691
- Morgan Stanley– · 1 yearFlorham Park, NJ · Adviser representative · Firm CRD 149777
Professional designations
Listed by Global Trust Wealth Management
- SE-AWMA
Investment adviser representative registrations
Shawn Teufel is registered as an investment adviser representative in Florida, since February 2025.
- FloridaSince 17 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 5 October 2016 |
| Series 7 | General Securities Representative Examination | 1 June 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Shawn Michael Teufel
- CRD
- 6554048
- Firm
- Global Trust Wealth Management · CRD 333458
- Role
- Partner
- Office
- 515 N. FLAGLER DRIVE, STE 1700, West Palm Beach, FL 33401
- Registration
- Investment adviser registration
- In the industry since
- December 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- globaltrustwealth.com
Where does Shawn Teufel work?
Shawn Teufel has been Partner of Global Trust Wealth Management LLC since January 2025.
Is Shawn Teufel a financial advisor?
Yes. Shawn Teufel has a current investment-adviser registration in Florida, through Global Trust Wealth Management since February 2025.
How many years of experience does Shawn Teufel have?
Shawn Teufel has 9 years in the financial industry, since December 2016, across 4 adviser firms.
What exams has Shawn Teufel passed?
Shawn Teufel has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2016. FINRA credited Shawn Teufel with the SIE, which began in October 2018.
Where did Shawn Teufel work before Global Trust Wealth Management?
Before Global Trust Wealth Management, Shawn Teufel was registered through Sykon Capital LLC, July 2023 to January 2025; Merrill Lynch, Pierce, Fenner & Smith Incorporated, January 2019 to June 2023; Morgan Stanley, October 2016 to October 2018.
Where is Shawn Teufel based?
Shawn Teufel’s registered office is in West Palm Beach, FL.
Is Shawn Teufel registered with FINRA?
No. Shawn Teufel has no current broker registration.
How can I verify Shawn Teufel’s record?
Search CRD 6554048 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shawn Teufel’s full registration record.
