Allison
Rosenberg
Global Retirement Partners LLC
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About this Advisor
Allison Rosenberg is a financial advisor based in Bethesda, Maryland, working with Global Retirement Partners LLC. Allison has previously held positions at Mml Distributors, LLC, Massachusetts Mutual Life Insurance Company, Commonwealth Financial Network, Afs 401(K) Retirement Services, LLC, and Global Retirement Partners, LLC. Allison has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maryland. Currently, Allison is part of Global Retirement Partners LLC, which operates out of Bethesda, Maryland. The firm has 193 offices and 505 employees. The firm manages assets totaling $140.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Global Retirement Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Global Retirement Partners LLC Brokerage Details
$140,720,840,748
505
28,908
$4,867,886
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
Allison Rosenberg Work History
Global Retirement Partners, LLC
Afs 401(K) Retirement Services, LLC
Commonwealth Financial Network
Mml Distributors, LLC
Massachusetts Mutual Life Insurance Company
Disclosures
Please visit the SEC profile of Allison Rosenberg 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
Frederick, MD
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
Cleveland, OH
Mercer Island, WA
San Rafael, CA
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