David
Graver

Global Retirement Partners LLC

CRD#4923427
Investment Advisor
in Pittsburgh, PA
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About this Advisor

David Graver is a financial advisor who works in Pittsburgh, Pennsylvania, with 11 years of professional experience. Graver is on the advisory team at Global Retirement Partners LLC. During their career, Graver has held roles at Mutual Of America Life Insurance Company, Mutual Of America Securities Corporation, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Lpl Financial LLC and Global Retirement Partners, LLC. Graver holds a Series 63 license, qualifying them as a securities agent, and is able to advise clients in Pennsylvania. Global Retirement Partners LLC is a registered investment firm based in Pittsburgh, Pennsylvania. The firm has offices in 84 locations and a total of 197 people on staff. It administers $33 billion in assets under management among its 5,219 accounts, placing it among the largest firms in the United States by assets under management. The firm serves two charitable organizations. Of its 5,219 client accounts, just 14% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm offers a few services, including portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules depend on which service is offered. Fee types billed by Global Retirement Partners LLC can be comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years of Experience

11 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 Fort Duquesne Blvd.
Pittsburgh, PA 15222

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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

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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

David Graver Work History

David has 11 years of experience.

2017 - Present (2 years)

Global Retirement Partners, LLC

2013 - Present (6 years)

Lpl Financial LLC

2010 - 2013 (3 years)

Tiaa-Cref Individual & Institutional Services, LLC

2010 - 2013 (3 years)

Tiaa

2009 - 2010 (1 years)

Mutual Of America Life Insurance Company

2009 - 2010 (1 years)

Mutual Of America Securities Corporation

2007 - 2008 (1 years)

Mutual Of America Life Insurance Company

2007 - 2008 (1 years)

Mutual Of America Securities Corporation

Disclosures

David Graver has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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