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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

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