Gerald
Kalish

Global Retirement Partners LLC

CRD#2737447
Investment Advisor
in San Rafael, CA

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About this Advisor

Gerald Kalish is a financial advisor who works in San Rafael, California who has 5 years of industry experience. Kalish is currently employed by Global Retirement Partners LLC. Their career trajectory has included roles at National Benefit Services, Inc, Global Retirement Partners LLC and Your Financial Coach, Inc. Kalish has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Illinois. Global Retirement Partners LLC is a registered investment business that has its headquarters in San Rafael, CA. It has offices in 193 locations and a total of 453 employees. It handles $120 billion in assets across its 25,479 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 40 charities and foundations. Of its 25,479 client accounts, 17% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs a wide array 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. Financial advisory fee schedules usually are based on which services the firm provides the client. Fee types billed by Global Retirement Partners LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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

4340 Redwood Highway Suite B-60
San Rafael, CA 94903

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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

Gerald Kalish Work History

Gerald has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Global Retirement Partners LLC

1978 - Present (46 years)

National Benefit Services, Inc

2017 - 2018 (1 year)

Your Financial Coach, 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 Gerald Kalish 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

Kristina Keck
San Francisco, CA
Anthony Zantua
Prior Lake, MN
Ryan Finnell
San Rafael, CA
Gary Carpenter
San Rafael, CA
Darrell Ellisor
Houston, TX
Terra Jahns
San Rafael, CA
Bruce Jensen
Sandy, UT
Kevin Bove
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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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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