Unclaimed Profile

Jeffrey Stuart Greenberg

GLOBAL RETIREMENT PARTNERS LLC·SAN RAFAEL, California

SIE, Series 7, Series 24, Series 51, Series 63, Series 65, Series 66Clean record18 years registeredGLOBAL RETIREMENT PARTNERS LLC

4340 REDWOOD HIGHWAY, SAN RAFAEL, CA 94903CRD# 1425654Firm CRD# 172011

Profile Verification

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

Identity

Jeffrey Stuart Greenberg · SAN RAFAEL, CA

Registration

CRD #1425654 · 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

IC ADVISORY SERVICES, INC.

May 2017 – Jan 2020

NEW YORK, NY

GLOBAL RETIREMENT PARTNERS LLC

Dec 2014 – May 2017

NEW YORK, NY

LPL FINANCIAL LLC

Nov 2010 – May 2017

NEW YORK, NY

NRP ADVISORS, INC.

May 2008 – Nov 2010

NEW YORK, 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 66

Registration record

First registered · April 14, 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 Jeffrey Stuart Greenberg offer?

Jeffrey Stuart Greenberg specializes in Financial Planning, Investment Management, Wealth Management.

What are Jeffrey Stuart Greenberg's credentials?

Jeffrey Stuart Greenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Stuart Greenberg located?

Jeffrey Stuart Greenberg is based in SAN RAFAEL, California, last registered with GLOBAL RETIREMENT PARTNERS LLC.

How does Jeffrey Stuart Greenberg charge for services?

Jeffrey Stuart Greenberg'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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