Timothy Schmedes has been an investment adviser representative at Global Trust Asset Management since June 2025, and is not listed among the firm’s executive officers or direct owners. Timothy Schmedes holds a Bachelor of Science in Accounting and Finance from Florida State University, a Master in Accountancy with a focus in Taxation from Florida State University and a Certificate in Financial Planning from Florida State University.
Global Trust Asset Management, LLC is a Palm Beach Gardens, FL firm with $450M under management, 276 clients and 7 advisers across 3 offices, as of its July 2026 filing.
Tim Schmedes is Client Engagement Manager at Global Trust Asset Management. His primary focus is servicing businesses, trusts, individuals and high net worth clients. He specializes in tax compliance, representation in front of taxing agencies, tax planning, estate planning, retirement planning, and the preparation of tax returns for individuals, businesses, trusts and estates.
Timothy Schmedes’ longest registration was 3 years at Global Trust (2013–2016). Before joining Global Trust Asset Management in 2025, Timothy Schmedes was registered through Coastal Way Financial Group, LLC.
- Global TrustCurrent– present · 1 yearPalm Beach Gardens, FL · Adviser representative · Firm CRD 143120
- Coastal Way Financial Group, LLC– · 1 yearWest Palm Beach, FL · Adviser representative · Firm CRD 285844
Professional designations
Listed by Global Trust Asset Management
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Timothy Schmedes is registered as an investment adviser representative in Florida, since June 2025.
- FloridaSince 5 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 February 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Timothy Henry Schmedes
- CRD
- 6150950
- Firm
- Global Trust Asset Management · CRD 143120
- Office
- 11211 Prosperity Farms Rd, Ste B106, Palm Beach Gardens, FL 33410
- Registration
- Investment adviser registration
- In the industry since
- July 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gbltrust.com
Where does Timothy Schmedes work?
Timothy Schmedes is an investment adviser representative registered through Global Trust Asset Management, LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Timothy Schmedes a financial advisor?
Yes. Timothy Schmedes has a current investment-adviser registration in Florida, through Global Trust Asset Management since June 2025.
How many years of experience does Timothy Schmedes have?
Timothy Schmedes has 6 years in the financial industry, since July 2020, across 2 adviser firms.
What exams has Timothy Schmedes passed?
Timothy Schmedes passed the Series 65 in February 2013.
Where did Timothy Schmedes work before Global Trust Asset Management?
Before Global Trust Asset Management, Timothy Schmedes was registered through Coastal Way Financial Group, LLC, October 2017 to August 2019.
Where is Timothy Schmedes based?
Timothy Schmedes’ registered office is in Palm Beach Gardens, FL.
Is Timothy Schmedes registered with FINRA?
No. Timothy Schmedes has no current broker registration.
Is Timothy Schmedes a CFP?
Global Trust Asset Management lists Timothy Schmedes with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Timothy Schmedes’ record?
Search CRD 6150950 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Schmedes’ full registration record.
