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GLOBAL ASSETS ADVISORY, LLC

ORLANDO, FL · CRD 300460 · IAPD ↗ · iaac.com · 407-254-1500

$551.7MRegulatory AUM
25Advisory reps
29Employees
0Clients
0Planning clients
0Private funds
53States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
July 2026 — GLOBAL ASSETS ADVISORY, LLC added office(s): 16 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2026 — GLOBAL ASSETS ADVISORY, LLC added office(s): 14 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — GLOBAL ASSETS ADVISORY, LLC crossed $500M in regulatory AUM ($338.1M -> $551.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
December 2025 — GLOBAL ASSETS ADVISORY, LLC's Item 11 disclosure-reporting entries rose by 1 (3 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
53
December 2025 — GLOBAL ASSETS ADVISORY, LLC added office(s): 13 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.