Rita Medaglio-Barrera
BMR Global Wealth Management Group · Melbourne, Florida
Rita Medaglio-Barrera is a fee-only financial advisor at BMR Global Wealth Management Group in Melbourne, Florida. BMR Global Wealth Management Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | BMR Global Wealth Management Group |
|---|---|
| Based in | Melbourne, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.1M across 4 accounts |
| SEC registration | Investment adviser representative in FL, NY · CRD 2592433 |
| Exams passed | Series 63 (1995) · Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.bmrglobalwealth.com |
| Profile |
How Rita's firm compares
- BMR Global Wealth Management Group's average account is about $264,000, from its Form ADV (assets managed divided by 4 accounts).
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Questions about Rita
Is Rita Medaglio-Barrera a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rita holds no broker registration, and BMR Global Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rita charge for financial advice?
Rita's firm, BMR Global Wealth Management Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Rita Medaglio-Barrera based?
Rita Medaglio-Barrera is based in Melbourne, Florida.
Is Rita Medaglio-Barrera registered with the SEC?
Yes. Rita Medaglio-Barrera is registered as an investment adviser representative in FL and NY (CRD 2592433), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BMR Global Wealth Management Group manage?
BMR Global Wealth Management Group reports $1.1M across 4 accounts in assets under management.
How do I contact Rita Medaglio-Barrera?
Through Rita's website, www.bmrglobalwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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