Stig
Nybo

Global Retirement Partners LLC

CRD#2241883
Investment Advisor
in Redwood City, CA

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About this Advisor

Stig Nybo is a financial advisor based out of Redwood City, California with a total of 4 years of industry experience. Nybo currently works for Global Retirement Partners LLC. Throughout their career, they have worked at Transamerica Occidental Life Insurance Company, Diversified Investors Securities Corp, Strategic Retirement Partners, Kestra Financial Services, Inc, Lpl Financial, Global Retirement Partners, LLC, Nybo Group and Capital Preferences LLC. Nybo has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Global Retirement Partners LLC is a registered investment firm operating out of San Rafael, CA. The company has offices in 193 locations and a total of 453 employees. It manages $120 billion in assets under management between its 25,479 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 40 charitable organizations. Of its 25,479 customer accounts, 17% are associated with high-net-worth clients who have more than $1 million in assets. The firm provides a wide set 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. Financial advisory fee schedules typically vary depending on which service is offered. However, fee types billed by Global Retirement Partners LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

1733 Woodside Road, Suite 350
Redwood City, CA 94061

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Global Retirement Partners LLC Brokerage Details

Total Assets Under Management

$119,814,842,543

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

453

CA Average: 43
Total Number of Accounts

25,479

CA Average: 3,727
Average Account Size

$4,702,494

CA 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

Stig Nybo Work History

Stig has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Lpl Financial

2019 - Present (5 years)

Global Retirement Partners, LLC

2017 - Present (7 years)

Strategic Retirement Partners

2016 - Present (8 years)

Nybo Group

2017 - 2019 (2 years)

Kestra Financial Services, Inc

2016 - 2017 (1 year)

Capital Preferences LLC

2003 - 2015 (12 years)

Diversified Investors Securities Corp

2002 - 2016 (14 years)

Transamerica Occidental Life Insurance Company

*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 Stig Nybo 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

Thomas Morris
Boston, MA
Michael Gheen
Cleveland, OH
Deborah Hebb
San Rafael, CA
Kristina Keck
San Francisco, CA
Darrell Ellisor
Houston, TX
Terra Jahns
San Rafael, CA
Ryan Finnell
San Rafael, CA
Scott Krase
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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