# GLOBAL ASSETS ADVISORY, LLC

GLOBAL ASSETS ADVISORY, LLC of ORLANDO, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 300460
- Type: SEC-registered investment adviser
- SEC file number: 801-114946
- Location: 111 N. ORANGE AVENUE, SUITE 1000, ORLANDO, FL, 32801
- Phone: 407-254-1500
- Latest filing: 2026-06-01
- Regulatory AUM: $551.7M
- Discretionary AUM: $542.0M
- Non-discretionary AUM: $9.6M
- Clients: 29
- Accounts: 2,588

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Edward Richard Cofrancesco | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/PRESIDENT | — |
| Richard Jay Weiss | CHIEF COMPLIANCE OFFICER | — |
| David S Weinberger | CHIEF FINANCIAL OFFICER | — |
| Matthew Edward Lampman | CHIEF OPERATING OFFICER; PRESIDENT/CHIEF OPERATING OFFICER | — |
| WEISS MARC JAY | CCO; CHIEF COMPLIANCE OFFICER | — |
| COFRANCESCO EDWARD RICHARD | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/PRESIDENT; MEMBER (+1 more) | — |
| WINN JEFFREY GERALD | MEMBER | — |
| LAMPMAN MATTHEW EDWARD | CHIEF OPERATING OFFICER; DIRECTOR OF OPERATIONS | — |
| WEINBERGER DAVID S | CHIEF FINANCIAL OFFICER; PRESIDENT & CHIEF FINANCIAL OFFICER | — |


## Disclosures (19)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2021-05-17 | regulatory | VIOLATION OF ARTICLE V, SECTION 2(C) OF FINRA'S BY-LAWS AND FINRA RULES 1122 AND 2010 - WILLFULLY FAILING TO TIMELY DISCLOSE A FEDERAL TAX LIEN ON YOUR FORM U4 (UNIFORM APPLICATION FOR SECURITIES INDUSTRY REGISTRATION OR TRANSFER) VIOLATION OF FINRA RULE 3270 AND 2010 - ENGAGING IN OUTSIDE BUSINESS… | Final | $10K |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300460/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300460/similar
- Related entities: https://search.stillhousedata.com/firm/300460/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300460

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.