Steven
Scott

Global Retirement Partners LLC

CRD#3012366
Investment Advisor
in Portsmouth, NH

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About this Advisor

Steven Scott is a financial advisor operating in Portsmouth, New Hampshire with a total of 6 years of industry experience. Scott is currently employed by Global Retirement Partners LLC. Over the course of their career, Scott has held roles at Retirement Solution Group, Ausdal Financial Partners, Inc, Global Retirement Partners, LLC and Lpl Financial, LLC. Scott maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in New Hampshire and Ohio. Global Retirement Partners LLC is an advisory business that has its headquarters in San Rafael, CA. The company has offices in 193 locations and a total of 453 employees. It oversees $120 billion in assets among its 25,479 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 40 charitable organizations. Of its 25,479 accounts, 17% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically vary depending on the type of services provided. Fees charged by Global Retirement Partners LLC can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

25 Market Street Suite 2B
Portsmouth, NH 03801

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Global Retirement Partners LLC Brokerage Details

Total Assets Under Management

$119,814,842,543

NH Average: $7,578,581,321
Total Number of Employees

453

NH Average: 43
Total Number of Accounts

25,479

NH Average: 3,727
Average Account Size

$4,702,494

NH Average: $2,033,427

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

Steven Scott Work History

Steven has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Global Retirement Partners, LLC

2017 - Present (7 years)

Lpl Financial, LLC

2005 - Present (19 years)

Retirement Solution Group

2009 - 2017 (8 years)

Ausdal Financial Partners, Inc

*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 Steven Scott 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

Brayden El-Bakri
San Rafael, CA
William Ferguson
Pittsburgh, PA
Amy Gomez
Fort Washington, PA
Michael Gheen
Cleveland, OH
Darrell Ellisor
Houston, TX
Terra Jahns
San Rafael, CA
Anthony Zantua
Prior Lake, MN
Deborah Hebb
San Rafael, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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