Brendon
Costa

Global Retirement Partners LLC

CRD#3245346
Investment Advisor
in Pittsburgh, PA
Are you Brendon Costa? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brendon Costa is a financial advisor who works out of Pittsburgh, Pennsylvania. Currently a registered investment advisor at Global Retirement Partners LLC, they have accrued 13 years of professional experience in the financial advisory industry. Costa has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Costa is registered to advise clients in Pennsylvania. Their career trajectory has included roles at Lpl Financial, LLC (Formerly: Linsco/Private Ledger), Global Retirement Partners, LLC and Hb Retirement. Global Retirement Partners LLC is headquartered in Pittsburgh, Pennsylvania, and has 84 other locations throughout the United States. As a company, Global Retirement Partners LLC manages $33 billion in assets dispersed across 5,219 accounts and employs more than 197 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the nation. The firm manages 2,033 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 14% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Global Retirement Partners LLC can provide portfolio management for institutional clients and pension consulting services. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 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

Disclosures

No

Office Location

920 Ft. Duquesne Blvd.
Pittsburgh, PA 15222

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Global Retirement Partners LLC Brokerage Details

Total Assets Under Management

$40,110,414,815

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

241

PA Average: 43
Total Number of Accounts

8,974

PA Average: 3,727
Average Account Size

$4,469,625

PA Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Brendon Costa Work History

Brendon has 13 years of experience.

2017 - Present (2 years)

Global Retirement Partners, LLC

2015 - Present (4 years)

Hb Retirement

2005 - Present (14 years)

Lpl Financial, LLC (Formerly: Linsco/Private Ledger)

Disclosures

Brendon Costa has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started