William
Ferguson

Global Retirement Partners LLC

CRD#5938151
Investment Advisor
in Pittsburgh, PA
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About this Advisor

William Ferguson is a financial advisor working out of Pittsburgh, Pennsylvania, who has been in the financial industry for 11 years. Ferguson is on the advisory team at Global Retirement Partners LLC. The advisor has gained experience at Citizens Bank, Ferguson Pub, Cco Investment Services Corp, Merrill Lynch, Pierce, Fenner And Smith Inc, Northwind Construction, Bank Of America, N.A, Axa Advisors, LLC, Pnc Bank, Pnc Investments LLC and D.B. Root & Company. Ferguson maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to serve investors in Pennsylvania. Global Retirement Partners LLC is a financial advisory firm that has its headquarters in Pittsburgh, Pennsylvania. The firm has offices in 84 locations and a total of 197 advisors. It handles $33 billion in assets under management between its 5,219 client accounts, placing it among the largest firms in the country by assets under management. The firm serves two charitable organizations. Of its 5,219 accounts, just 14% are associated with high-net-worth clients who have more than $1 million in investable assets. The company provides a few services, such as portfolio management for institutional clients and pension consulting services. Financial management fees usually vary depending on which services are offered. However, fee types charged by Global Retirement Partners LLC most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

William Ferguson Work History

William has 11 years of experience.

2017 - Present (2 years)

Global Retirement Partners, LLC

2014 - Present (5 years)

Henderson Brothers Retirement Plan Services

2014 - Present (5 years)

Lpl Financial, LLC

2014 - 2014 (< 1 year)

Commonwealth Financial Network

2013 - 2013 (< 1 year)

Axa Advisors, LLC

2013 - 2013 (< 1 year)

Pnc Bank

2013 - 2013 (< 1 year)

Pnc Investments LLC

2013 - 2014 (1 year)

D.B. Root & Company

2012 - 2013 (1 year)

Merrill Lynch, Pierce, Fenner And Smith Inc

2012 - 2013 (1 year)

Bank Of America, N.A

2011 - 2012 (1 year)

Cco Investment Services Corp

2010 - 2012 (2 years)

Citizens Bank

2009 - 2010 (1 year)

Northwind Construction

2007 - 2010 (3 years)

Ferguson Pub

Disclosures

William Ferguson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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