Global Retirement Partners LLC
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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
Years of Experience
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Global Retirement Partners LLC Brokerage Details
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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.
Global Retirement Partners, LLC
Lpl Financial, LLC (Formerly: Linsco/Private Ledger)
Brendon Costa has no disclosures.
Please visit their SEC profile for more details.