Joseph
Cravotta
Global Retirement Partners LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Joseph Cravotta is a financial advisor who works in Pittsburgh, Pennsylvania with a total of 4 years of industry experience. Cravotta currently works for Global Retirement Partners LLC. Throughout their career, they have worked at The Vanguard Group Inc, Principal Life Insurance Co, Princor Financial Services, Lpl Financial, LLC, Henderson Brothers and Global Retirement Partners, LLC. Cravotta maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania. Global Retirement Partners LLC is a registered investment firm operating out of San Rafael, CA. The company has offices in 193 locations and a total of 453 advisors. It administers $120 billion in assets among its 25,479 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 40 charitable organizations. Of its 25,479 client accounts, 17% are held by high-net-worth clients who have more than $1 million in assets. The advisory firm offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually are based on which service is offered. However, fees billed by Global Retirement Partners LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$119,814,842,543
453
25,479
$4,702,494
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
Joseph Cravotta Work History
Joseph has been registered as a financial advisor for 4 years.*
Lpl Financial, LLC
Henderson Brothers
Global Retirement Partners, LLC
Principal Life Insurance Co
Princor Financial Services
The Vanguard Group Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Cravotta 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
San Rafael, CA
San Rafael, CA
Pittsburgh, PA
Cleveland, OH
Houston, TX
San Rafael, CA
Sandy, UT
Prior Lake, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
