John
Brosnan

Global Retirement Partners LLC

CRD#4352755
Investment Advisor
in Providence, RI

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About this Advisor

John Brosnan is a financial advisor based out of Providence, Rhode Island with a total of 4 years of relevant experience. Brosnan is on the advisory team at Global Retirement Partners LLC. Their career trajectory has included roles at Citizens Bank, Nfp Securities, Inc, Kestra Financial Services, Inc, Strategic Retirement Partners, Gps Investment Advisors, Lpl Financial, LLC and Global Retirement Partners LLC. Brosnan has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to serve investors in Connecticut, Massachusetts and Rhode Island. Global Retirement Partners LLC is a registered investment company that has its headquarters in San Rafael, CA. The firm has offices in 193 locations and a total of 453 advisors. It oversees $120 billion in assets under management between its 25,479 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 40 charities and foundations. Of its 25,479 accounts, 17% are held by high-net-worth clients who have greater than $1 million in assets. Global Retirement Partners LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely are based on the type of services provided. However, fees billed by Global Retirement Partners LLC likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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

Office Location

42 Weybosset Street Penthouse Level
Providence, RI 02903

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Global Retirement Partners LLC Brokerage Details

Total Assets Under Management

$119,814,842,543

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

453

RI Average: 43
Total Number of Accounts

25,479

RI Average: 3,727
Average Account Size

$4,702,494

RI Average: $2,033,427

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

John Brosnan Work History

John has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Lpl Financial, LLC

2019 - Present (5 years)

Global Retirement Partners LLC

2016 - Present (8 years)

Strategic Retirement Partners

2016 - 2019 (3 years)

Kestra Financial Services, Inc

2014 - 2016 (2 years)

Nfp Securities, Inc

2014 - 2016 (2 years)

Gps Investment Advisors

2006 - 2014 (8 years)

Citizens Bank

*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 John Brosnan 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

Edward Wertz
San Rafael, CA
Terra Jahns
San Rafael, CA
Christopher Basse
Mansfield, MA
Anthony Zantua
Prior Lake, MN
Darrell Ellisor
Houston, TX
Scott Krase
San Rafael, CA
Kristina Keck
San Francisco, CA
Kevin Bove
Pittsburgh, PA

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.

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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.

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