A complete list of active advisors currently associated with Global Advisors, LLC
Warmer can help you find a great advisor at Global Advisors, LLC or one who fits your needs even better.
Global Advisors serves individuals, high‑net‑worth clients, and retirement plans, offering discretionary and non‑discretionary asset management, comprehensive and ongoing financial planning, and ERISA plan services as either a 3(21) fiduciary or a 3(38) investment manager. The firm also provides shorter consultation engagements and, through the principal’s outside business activities, makes insurance, real estate and mortgage services available to clients with separate compensation disclosed. The firm’s investment work uses a mix of analytical techniques — including fundamental and technical analysis, charting, cyclical analysis, Modern Portfolio Theory and Monte Carlo simulations — and can include long‑ and short‑term positions, options strategies and other trading approaches. Global Advisors discloses that it may use borrowing and derivatives in separately managed accounts and conducts periodic reviews for rebalancing and tax‑loss harvesting. Noteworthy aspects relative to peers are the principal’s licensure and compensation arrangements as an insurance agent, real estate agent and loan officer, and the firm’s explicit pension consulting capability providing both limited‑scope and full discretionary ERISA services. The brochure also shows the advisory practice began providing investment services in 2023 and reported no client assets under management as of July 30, 2026, information prospective clients may consider when evaluating the firm’s operational scale.
To learn more about the advisors currently working at Global Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Jose, CA
| 3
|
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