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The Story of Our Success
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1995
When We Started
Formed in Philadelphia, Pennsylvania as SAKS Investments, Inc. — an independent adviser.
Global Advisers
Changed name informally to Global Advisers to reflect the new business model as an investment advisory firm.
2014
April 2014
Wall Street Global Advisers, LLC
Officially formed LLC and adopted the name Wall Street Global Advisers, LLC
Fee-Based Model
Adopted fee-based model to coincide with consumer demand
2018
April 2018
ESG & Sustainability
Developed ESG sub-account models to accommodate a growing demand for sustainable investing.
2020
Galleon Financial Planning
Launched Galleon Financial Planning Services