Global Financial Private Client

CRD 290006 · Sarasota, FL · $828.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 290006
SEC number: 801-112204
Firm type: RIA
Assets under management: $828.3M as of Mar 26, 2026
Website: www.linkedin.com/COMPANY/GLOBAL-FINANCIAL-PRIVATE-CLIENT-LLC/ABOUT ↗
Phone: 941-441-1624
Address: 6000 Cattleridge Drive, Sarasota, FL, 34232

Advisors at this firm

5 in our index · page 1 of 1

Geoffrey Allen FrazierCRD 1991946 · Sarasota, FL

IA RegisteredRegistration inactive
Stephen Michael FedakCRD 2124519 · Sarasota, FL

IA RegisteredRegistration inactive
Derek HartmanCRD 6081035 · Sarasota, FL

IA Registered
Cynthia Lea Shuford-StoverCRD 1021716 · Sarasota, FL

IA RegisteredRegistration inactive
Brian Curtis TimmCRD 6544776 · Sarasota, FL

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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