Effective Date: July 1, 2025
Global Advisers, LLC (“Global Advisers”) is a Registered Investment Adviser (RIA) offering fiduciary investment advisory, portfolio management, and comprehensive financial planning services to individuals, families, and businesses. We operate a multi-custodial platform and maintain registration only in jurisdictions where we are legally permitted to offer advisory services or where an exemption from registration applies.
Custodians and Regulatory Oversight
Global Advisers works with a variety of SEC-registered custodians and Broker-Dealers who are members of the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC), the National Futures Association (NFA), and other regulatory bodies. Our firm does not custody client assets directly.
We are not affiliated with, nor do we control, any custodian, clearing firm, or banking institution. Custodian selection is guided by the client’s needs, investment objectives, and service preferences.
Limitations of Electronic Services
Electronic services—including portfolio dashboards, reporting portals, account access, and planning tools—may be subject to interruption during periods of market volatility, system upgrades, maintenance, cyber incidents, or external outages. Access is not guaranteed and should not be relied upon as the sole method of communication or trading.
Investment Risk Disclosures
Investing involves the risk of loss, including possible loss of principal. All investments are subject to market risk and may lose value. No investment strategy—whether based on asset allocation, diversification, or rebalancing—can guarantee profits or prevent losses in declining markets.
Indices referenced on this site are unmanaged, and it is not possible to invest directly in an index. Past performance is not indicative of future results.
Any investment examples, strategy descriptions, or planning models presented are for illustrative purposes only and may not reflect actual performance or be appropriate for your individual situation. Decisions should only be made in consultation with a qualified professional.
General Website Use and Informational Purpose
All content on this website is for informational and educational purposes only. Nothing on this website should be construed as personalized financial, investment, legal, or tax advice. Users are encouraged to seek advice from qualified professionals licensed to provide services in their jurisdiction before acting on any information.
The materials presented do not constitute an offer to sell, or a solicitation of an offer to buy, any security or investment strategy. No information on this website should be relied upon for trading purposes.
By accessing this site, you agree not to reproduce, republish, distribute, or retransmit any of its content without prior written permission from Global Advisers, LLC.
Regulatory Registrations – California and Florida
California Notice
Global Advisers, LLC is registered as an investment adviser with the State of California. Advisory services are offered in accordance with California laws and regulations. We do not provide legal, tax, or accounting advice. California clients should refer to their Client Relationship Summary (Form CRS) and Form ADV Part 2 for additional disclosures.
Florida Notice
Global Advisers, LLC is registered as an investment adviser with the Florida Office of Financial Regulation. We are authorized to provide investment advisory services to Florida residents. Florida clients should note that registration does not imply a certain level of skill or training. For a copy of our Form ADV or Form CRS, please contact us or visit the Investment Adviser Public Disclosure (IAPD) website.
Tax, Legal, Insurance, and Trustee Services
Tax Preparation and Filing
Global Advisers may offer tax planning services as part of our advisory relationship. However, tax return preparation and filing services are billed separately and are not included in investment management or financial planning fees unless expressly stated.
Legal Services
Global Advisers is not a law firm and does not provide legal advice. Clients requiring estate planning, trusts, or legal documentation are referred to independent, unaffiliated attorneys or legal service providers. Clients contract directly with these providers and are responsible for any associated fees.
Insurance Services
Insurance services are offered through CoreShield Insurance, a division of Global Advisers, LLC. CoreShield operates independently from traditional insurance agencies and follows fiduciary principles. CoreShield is licensed in multiple states and provides transparent, needs-based analysis and product-agnostic recommendations. Compensation, including commissions, is fully disclosed in advance of implementation.
Trustee Services
Global Advisers does not act as a trustee or executor. Trustee services, when needed, are arranged through third-party trust companies. Clients enter into agreements directly with these institutions, and additional fees may apply. We do not receive compensation from these arrangements unless specifically disclosed.
Galleon Wealth Management – Brand Statement
Galleon Wealth Management is a brand name used by Global Advisers, LLC to represent a tailored service experience for clients with complex wealth management needs, including high-net-worth and ultra-high-net-worth individuals, families, and institutions. It is not a separate entity, company, or division. All services offered under the Galleon Wealth Management brand are delivered through Global Advisers, LLC under the same regulatory structure, fiduciary obligations, and compliance oversight.
Clients working with Galleon Wealth Management retain the same protections, advisory relationship, and disclosure framework as all clients of Global Advisers, LLC.
Professional Credentials, Awards, and Media Recognition
The presence of any credential, certification (e.g., CFA®, CFP®), degree, industry award, professional membership, or media mention on this website is not intended to imply a guaranteed level of expertise or performance. Recognitions are based on specific methodologies and should not be construed as endorsements by any past or current clients.
No fee was paid by Global Advisers to be included in any third-party ranking unless explicitly stated. Third-party ratings and reviews do not guarantee future success or satisfaction.
Firm Statistics and Assets Under Management (AUM)
AUM includes discretionary and non-discretionary portfolios and is updated periodically.
Where applicable, client asset figures may include pending account transfers or recently acquired firms in the process of onboarding to our portfolio management system.
Jurisdictional Disclosures
This site is intended for residents of the United States only. Global Advisers does not actively solicit clients in any foreign jurisdiction unless registered or legally permitted. International inquiries are considered on a case-by-case basis, and we may seek registration in other countries if required.
Contact and Additional Information
Global Advisers, LLC
1650 Market Street, Suite 3600
Philadelphia, PA 19103
📞 800-832-8514
🌐 https://globaladvisers.com
