Sara
Seyer

Global Retirement Partners LLC

CRD#5898607
Investment Advisor
in Austin, TX

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About this Advisor

Sara Seyer is a financial advisor based in Austin, Texas, working with Global Retirement Partners LLC. Sara has previously held positions at Ing Financial Partners, Inc, Voya Financial Advisors, Texas County And District Retirement System, Commonwealth Financial Network, Planwise Retirement Strategies, and Global Retirement Partners, LLC. Sara has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Sara is part of Global Retirement Partners LLC, which operates out of Austin, Texas. The firm has 193 offices and 505 employees. The firm manages assets totaling $140.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Global Retirement Partners LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

11211 Taylor Draper Lane, Suite 110
Austin, TX 78759

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Global Retirement Partners LLC Brokerage Details

Total Assets Under Management

$140,720,840,748

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

505

TX Average: 43
Total Number of Accounts

28,908

TX Average: 3,727
Average Account Size

$4,867,886

TX 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

Sara Seyer Work History

2021 - Present (3 years)

Global Retirement Partners, LLC

2018 - Present (6 years)

Planwise Retirement Strategies

2018 - 2021 (3 years)

Commonwealth Financial Network

2014 - 2014 (< 1 year)

Ing Financial Partners, Inc

2014 - 2014 (< 1 year)

Voya Financial Advisors

2014 - 2018 (4 years)

Texas County And District Retirement System

Disclosures

Please visit the SEC profile of Sara Seyer 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

Patrick Morrell
San Rafael, CA
Nathan Schlappi
Scottsdale, AZ
William Millico
San Rafael, CA
Jeremy Gerardy
San Rafael, CA
Trey Timmerman
San Rafael, CA
Douglas Stalter
Cleveland, OH
Tyler Brewer
Mercer Island, WA
Susan Gibbs
San Rafael, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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