Stephen
Cunha
Global Retirement Partners LLC
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About this Advisor
Stephen Cunha is a financial advisor based in Hampton, New Hampshire, working with Global Retirement Partners LLC. Stephen has previously held positions at New England Securities, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Lpl Financial, LLC, and Global Retirement Partners, LLC. Stephen has passed the Series 63 regulatory exam and is registered to provide services in Maine, Massachusetts, New Hampshire, and Rhode Island. Currently, Stephen is part of Global Retirement Partners LLC, which operates out of Hampton, New Hampshire. 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
Stephen Cunha Work History
Lpl Financial, LLC
Global Retirement Partners, LLC
Massachusetts Mutual Life Insurance Company
Mml Investors Services, LLC
Metlife Securities Inc
New England Securities
Disclosures
Please visit the SEC profile of Stephen Cunha 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
Sandy, UT
Denver, CO
Wichita, KS
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San Rafael, CA
San Rafael, CA
Cleveland, OH
San Rafael, CA
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