Unclaimed Profile

Evangelia Kalivas

GLOBAL RETIREMENT PARTNERS LLC·SAN RAFAEL, California

SIE, Series 7, Series 24, Series 51, Series 63, Series 65, Series 82TOClean record18 years registeredGLOBAL RETIREMENT PARTNERS LLC

4340 REDWOOD HIGHWAY, SAN RAFAEL, CA 94903CRD# 2018109Firm CRD# 172011

Profile Verification

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

Identity

Evangelia Kalivas · SAN RAFAEL, CA

Registration

CRD #2018109 · GLOBAL RETIREMENT PARTNERS LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GLOBAL RETIREMENT PARTNERS LLC

GLOBAL RETIREMENT PARTNERS LLC

Dec 2014 – May 2024

NEW YORK, NY

LPL FINANCIAL LLC

Nov 2010 – Jun 2017

NEW YORK, NY

NRP ADVISORS, INC.

May 2008 – Nov 2010

NEW YORK CITY, NY

ADVANTAGE CAPITAL CORPORATION

Apr 2008 – May 2008

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Series 65

Series 82TO

Registration record

First registered · April 3, 2008

Years registered · 18

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 Evangelia Kalivas offer?

Evangelia Kalivas specializes in Financial Planning, Investment Management, Wealth Management.

What are Evangelia Kalivas's credentials?

Evangelia Kalivas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Evangelia Kalivas located?

Evangelia Kalivas is based in SAN RAFAEL, California, last registered with GLOBAL RETIREMENT PARTNERS LLC.

How does Evangelia Kalivas charge for services?

Evangelia Kalivas'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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