Tyler Morales has been an investment adviser representative at Global Wealth Management Investment Advisory since December 2023, and is not listed among the firm’s executive officers or direct owners. Tyler Morales holds a Bachelor of Arts in Business Administration from St. Thomas University.
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.
Tyler Morales is Wealth Advisor of Global Wealth Management. He works with individuals and families on personalized financial strategies focused on retirement planning, risk management and long-term financial security. Before joining the firm in 2023, he began his career in financial services at Guerra Financial Group, where he progressed through roles including Client Services Associate, Asset Under Management Specialist and Financial Advisor.
Tyler Morales’ longest registration is the current one, 2 years at Global Wealth Management Investment Advisory since 2023. Before joining Global Wealth Management Investment Advisory in 2023, Tyler Morales was registered through Guerra Advisory Services.
- – present · 2 yearsFort Lauderdale, FL · Adviser representative · Firm CRD 286005
- Guerra Advisory Services– · 1 yearMiami, FL · Adviser representative · Firm CRD 282409
Investment adviser representative registrations
Tyler Morales is registered as an investment adviser representative in Florida, since December 2023.
- FloridaSince 20 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 March 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Tyler Adam Morales
- CRD
- 7557920
- Firm
- Global Wealth Management Investment Advisory · CRD 286005
- Office
- 1301 EAST BROWARD BLVD, SUITE 200, Fort Lauderdale, FL 33301
- Registration
- Investment adviser registration
- In the industry since
- July 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- askglobalwealth.com
Where does Tyler Morales work?
Tyler Morales is an investment adviser representative registered through Global Wealth Management Investment Advisory, Inc. since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Tyler Morales a financial advisor?
Yes. Tyler Morales has a current investment-adviser registration in Florida, through Global Wealth Management Investment Advisory since December 2023.
How many years of experience does Tyler Morales have?
Tyler Morales has 4 years in the financial industry, since July 2022, across 2 adviser firms.
What exams has Tyler Morales passed?
Tyler Morales passed the Series 65 in March 2022.
Where did Tyler Morales work before Global Wealth Management Investment Advisory?
Before Global Wealth Management Investment Advisory, Tyler Morales was registered through Guerra Advisory Services, June 2022 to November 2023.
Where is Tyler Morales based?
Tyler Morales’ registered office is in Fort Lauderdale, FL.
Is Tyler Morales registered with FINRA?
No. Tyler Morales has no current broker registration.
How can I verify Tyler Morales’ record?
Search CRD 7557920 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tyler Morales’ full registration record.
- Lejeana LoveChief Compliance Officer
Christopher ConnessDirector- John ThomasCIO
- Andrew CostaCEO