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Andrew Jonah Moskovitz

Global Retirement Partners LLC

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About Andrew Jonah Moskovitz

Andrew Moskovitz is a financial advisor with Global Retirement Partners LLC, a firm based in San Rafael, California. Andrew has been in the financial industry since 2023 and is licensed to provide both investment advisory and brokerage services. Andrew has passed the Series 63, Series 65, and Series 6TO exams. Andrew holds licenses in California and Arkansas. In addition to his work at Global Retirement Partners, Andrew also provides administrative support for another firm, Bryson Wealth Management.

Firm Information

Andrew Moskovitz is currently registered with Global Retirement Partners LLC. Global Retirement Partners LLC is an investment advisory firm headquartered in San Rafael, California, with over 500 investment adviser representatives and 328 licensed agents. The firm manages over $140 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Global Retirement Partners offers a range of advisory services, including financial planning, pension consulting, portfolio management, and selection of other advisors. They are registered with the SEC under the number 801-80074 and participate in wrap fee programs.
Global Retirement Partners LLC

4340 REDWOOD HIGHWAY

SAN RAFAEL, CA 94903

$140.72B

Assets Under Management

161

Total Clients

375

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Moskovitz’s Registration & Firm History

CA

03/15/2024 - Present

Global Retirement Partners LLC (Long Beach CA)

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Licenses & Designations

IA

Issued 03/15/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/25/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/09/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/19/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Jonah Moskovitz.
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