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Nicholas B

Series 66

Fishers, IN

Global Assets Advisory, LLC

Nicholas Blackwell is a financial advisor at Global Assets Advisory, LLC with eight years of industry experience. He holds a Series 66 designation and has worked with firms including International Assets Investment Management, LLC, International Assets Advisory, LLC, and David A. Noyes & Company. Outside of his advisory roles, he serves as the Deacon of Finance at Castleton Community Church. Global Assets Advisory, LLC is an SEC-registered firm that serves individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of eight advisors and offers investment management, financial planning, retirement plan advisory services, and consulting.

Active portfolio management Options & derivatives strategies Concentrated stock management
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James C

Series 63, Series 65

Fishers, IN

Global Assets Advisory, LLC

James Case is a financial advisor at Global Assets Advisory, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience spanning private equity and roles at firms such as Alacrity and J.P. Morgan Securities Inc. He currently maintains a private equity business alongside his advisory work. Global Assets Advisory, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of eight advisors and offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory services, and consulting.

Active portfolio management Options & derivatives strategies Concentrated stock management
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