Chief Relationship Officer · Global Trust
Michele Brescia
CRD 8215654 · Named on Form ADV at one SEC-registered adviser
At a glance
Global Trust, an SEC-registered wealth manager based in Palm Beach Gardens, FL with $450 million in regulatory assets, lists Michele Brescia on its Form ADV as Chief Relationship Officer, a control person.
Firms and roles
- Global TrustChief Relationship OfficerWealth manager · Palm Beach Gardens, FL · $450M in regulatory assets
AtlasMembers
Michele’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Brian J. BresciaManaging Partner, Global Trust
- Alexia McCluskeyMember, Global Trust
- Radha RaiChief Compliance Officer, Global Trust
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michele’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.