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Charles P. Merrick

Global Retirement Partners LLC

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About Charles P. Merrick

Charles Merrick is a financial advisor with over 20 years of experience in the industry. Charles is a registered Investment Advisor Representative. Charles currently works with Global Retirement Partners LLC and has previous experience with LPL Financial LLC, Capital Portfolio Management, Inc., Morgan Stanley and Citigroup Global Markets Inc. Charles is a registered in Maryland and holds Series 63, 65 and 7 licenses.

Firm Information

Charles Merrick 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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Charles Merrick’s Registration & Firm History

MD

01/01/2025 - Present

Global Retirement Partners LLC (Frederick MD)

MD

01/08/2016 - 03/22/2016

LPL FINANCIAL LLC (BALTIMORE MD)

MD

03/18/2014 - 05/11/2015

CAPITAL PORTFOLIO MANAGEMENT, INC. (TIMONIUM MD)

MD

06/01/2009 - 12/17/2013

MORGAN STANLEY (ROCKVILLE MD)

NY

02/21/2006 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

MD

04/26/2000 - 02/21/2006

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

IA

Issued 09/18/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/14/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/22/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Charles P. Merrick. Review regulatory record here.
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