Unclaimed Profile

Cosmo Charles Gould

GLOBAL RETIREMENT PARTNERS LLC·SAN RAFAEL, California

SIE, Series 7, Series 9, Series 10, Series 14, Series 23, Series 24, Series 63, Series 66, Series 99TOClean record20 years registeredGLOBAL RETIREMENT PARTNERS LLC

4340 REDWOOD HIGHWAY, SAN RAFAEL, CA 94903CRD# 5033874Firm CRD# 172011

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cosmo Charles Gould · SAN RAFAEL, CA

Registration

CRD #5033874 · GLOBAL RETIREMENT PARTNERS LLC · 20 years registered

Brand Profile

Not yet started

Career History

RPA FINANCIAL, LLC

May 2019 – present

GLOBAL RETIREMENT PARTNERS LLC

Sep 2014 – present

LPL FINANCIAL LLC

Sep 2014 – present

LPL FINANCIAL LLC

May 2016 – Oct 2020

NOVATO, CA

LPL FINANCIAL LLC

Jan 2015 – Feb 2016

NOVATO, CA

FINANCIAL TELESIS, INC.

Jun 2012 – Mar 2015

SAN RAFAEL, CA

CHARLES SCHWAB & CO., INC.

Aug 2011 – Jun 2012

SAN FRANCISCO, CA

CITIGROUP GLOBAL MARKETS INC.

May 2007 – Apr 2008

SAN CARLOS, CA

CITICORP INVESTMENT SERVICES

Nov 2006 – May 2007

SAN MATEO, CA

WELLS FARGO INVESTMENTS, LLC

Nov 2005 – Nov 2006

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 14

Series 23

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · November 16, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLOBAL RETIREMENT PARTNERS LLC

CRD 172011 · SEC 801-80074

AUM

$140.7B

Regulatory assets under management

Employees

505

28,908 client accounts

Services offered by GLOBAL RETIREMENT PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GLOBAL RETIREMENT PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Cosmo Charles Gould offer?

Cosmo Charles Gould specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN RAFAEL, California for a consultation.

What are Cosmo Charles Gould's credentials?

Cosmo Charles Gould is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cosmo Charles Gould located?

Cosmo Charles Gould is based in SAN RAFAEL, California, working with GLOBAL RETIREMENT PARTNERS LLC. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.

How does Cosmo Charles Gould charge for services?

Cosmo Charles Gould's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GLOBAL RETIREMENT PARTNERS LLC?

GLOBAL RETIREMENT PARTNERS LLC has approximately 505 employees and manages $140.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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