Scott
Schlappi
Global Retirement Partners LLC
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About this Advisor
Scott Schlappi is a financial advisor operating in Scottsdale, Arizona with a total of 1 year of relevant experience. Schlappi is an advisor for Global Retirement Partners LLC. During their career, the advisor has held roles at Wealthplan Advisors, Purshe Kaplan Sterling Investments, Hub International and Global Retirement Partners, LLC. Schlappi has Series 63 and Series 66 licenses, qualifying them as a securities agent, and can operate in Utah. Global Retirement Partners LLC is a registered investment firm operating out of San Rafael, CA. It has offices in 193 locations and a total of 453 financial advisors. It administers $120 billion in total assets among its 25,479 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 40 charities and foundations. Of its 25,479 customer accounts, 17% are associated with high-net-worth clients who have more than $1 million in investable assets. Global Retirement Partners LLC provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically are based on the services offered. However, fees charged by Global Retirement Partners LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Retirement Partners LLC Brokerage Details
$119,814,842,543
453
25,479
$4,702,494
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Scott Schlappi Work History
Scott has been registered as a financial advisor for 1 years.*
Hub International
Global Retirement Partners, LLC
Wealthplan Advisors
Purshe Kaplan Sterling Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Scott Schlappi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Global Retirement Partners LLC
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
Houston, TX
San Rafael, CA
Prior Lake, MN
Pittsburgh, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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