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Managing Member, CEO and President · Globalt Investments

William H. Roach

CRD 1422946 · Named on Form ADV at one SEC-registered adviser

At a glance

Globalt Investments, an SEC-registered wealth manager based in Atlanta, GA with $3.0 billion in regulatory assets, lists William H. Roach on its Form ADV as Managing Member, CEO and President, a control person.

Firms and roles

  • Globalt InvestmentsManaging Member, CEO and PresidentWealth manager · Atlanta, GA · $3.0B in regulatory assets

AtlasMembers

William’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
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with William on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.