Mitchellville, MD Office

Global Brokerage Services (GBS) serves individual investors, retirement accounts, employee benefit plans and trusts through advisor-led wrap-fee programs and separately managed account/UMA offerings. The firm reports approximately $162.8 million in assets under management across non-discretionary advisory accounts, supported by a six-advisor team and custodial/clearing relationships through Hilltop Securities and Envestnet.

GBS delivers advice on a non-discretionary basis: clients and their investment advisor representatives complete a risk-tolerance questionnaire and select among Partner‑APM, SMA and UMA strategies, with portfolio implementation, reporting and billing handled via the Envestnet platform. Investment selections may combine third‑party sub-managers and model portfolios, and accounts are reviewed at least annually with ongoing reporting available on demand.

What distinguishes GBS from many peers is its dual role as a fully disclosed FINRA-registered broker/dealer and an SEC-registered investment adviser that sponsors wrap-fee programs and requires use of its clearing/custodian relationship. The firm’s advisors are dually registered as broker‑dealer representatives and insurance agents, and the firm has related accounting/tax activity (Johnson & Sweigart), reflecting a network of affiliated business lines and revenue sources not typical for most team-style advisory firms.