Unclaimed Profile

Salvatore Stephen Zambito

GLOBAL RETIREMENT PARTNERS LLC·SAN RAFAEL, California

SIE, Series 6, Series 7, Series 24, Series 27, Series 63, Series 66Clean record15 years registeredGLOBAL RETIREMENT PARTNERS LLC

4340 REDWOOD HIGHWAY, SAN RAFAEL, CA 94903CRD# 2453248Firm CRD# 172011

Profile Verification

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

Identity

Salvatore Stephen Zambito · SAN RAFAEL, CA

Registration

CRD #2453248 · GLOBAL RETIREMENT PARTNERS LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GLOBAL RETIREMENT PARTNERS LLC

LPL FINANCIAL LLC

May 2016 – Nov 2018

CARLSBAD, CA

GLOBAL RETIREMENT PARTNERS LLC

Nov 2015 – Oct 2018

Carlsbad, CA

LPL FINANCIAL LLC

Dec 2010 – Jul 2014

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 27

Series 63

Series 66

Registration record

First registered · December 14, 2010

Years registered · 15

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 Salvatore Stephen Zambito offer?

Salvatore Stephen Zambito specializes in Financial Planning, Investment Management, Wealth Management.

What are Salvatore Stephen Zambito's credentials?

Salvatore Stephen Zambito is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Salvatore Stephen Zambito located?

Salvatore Stephen Zambito is based in SAN RAFAEL, California, last registered with GLOBAL RETIREMENT PARTNERS LLC.

How does Salvatore Stephen Zambito charge for services?

Salvatore Stephen Zambito'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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