CC

Christopher Grant Conness

21 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
227 advisors
Number of Clients
14,528 clients
Average Client Portfolio
$140K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None

MAS offers various programs with different fee structures. The Fee Plus Transaction Charge Program charges a management fee plus transaction charges. The Standard Wrap Program charges a wrap fee based on assets under management. The Low-Minimum Wrap Program (no longer accepting new accounts) also charges a wrap fee. The AE Wealth Management Program charges a wrap fee based on average daily balance. Financial planning services are offered on an hourly or fixed-fee basis. Fees are negotiable and may vary between IARs.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation Planning
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Advisor Information

Office location

1301 East Broward Blvd, Suite 200, Fort Lauderdale, FL, 33301

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is a managing member of GC Holdings, LLC (personal business account), Global Wealth Retirement Planning, LLC (insurance agency), and Global Wealth Management Investment Advisory (investment portfolio management). He also owns GC Marketing Group, Ballers Youth Sports Training, and Global Medicare Solutions, dedicating about 10-20% of his time to each of the marketing group, and the retirement planning businesses, minimal time to Global Medicare Solutions, a few hours per week to Ballers Youth Sports Training, and nearly full-time hours to Global Wealth Management Investment Advisory.

Employment History
Current Registrations
Madison Avenue Securities, LLC Broker
January 2025 - Present · 1 yr
Previous Registrations
Madison Avenue Securities, LLC Broker
August 2017 - December 2023 · 6 yrs 4 mos
Global Financial Private Capital, LLC
November 2010 - April 2018 · 7 yrs 5 mos
G.F. Investment Services, LLCBroker
November 2009 - August 2017 · 7 yrs 9 mos
Pacific West Securities, INC.Broker
February 2008 - November 2009 · 1 yr 9 mos
Costa Financial Securities, INC.Broker
April 2006 - February 2008 · 1 yr 10 mos
Sii Investments, INC.Broker
September 2004 - April 2006 · 1 yr 7 mos
State Registrations4 states
CAFLGATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.