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Joseph Michael Kelly

Global Retirement Partners LLC

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About Joseph Michael Kelly

Joseph Michael Kelly is an investment advisor representative with Global Retirement Partners LLC. Joseph has been in the industry since 2017, previously working with Sanford C. Bernstein & Co., LLC. Joseph holds the Series 7TO and SIE licenses and is a Chartered Financial Analyst. Joseph specializes in retirement planning, portfolio management, and providing financial planning services for both businesses and individuals. Joseph also serves as a pension consultant. Global Retirement Partners LLC is an investment advisor with a focus on retirement planning and portfolio management. They have over 300 employees and manage over $140 billion in assets for individuals, businesses, charitable organizations, pension funds, and other entities.

Firm Information

Joseph Kelly 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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Joseph Kelly’s Registration & Firm History

PA

05/23/2024 - Present

Global Retirement Partners LLC (Pittsburgh PA)

OH

01/18/2020 - 10/07/2020

SANFORD C. BERNSTEIN & CO., LLC (CLEVELAND OH)

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Licenses & Designations

BC

Issued 01/18/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/19/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Michael Kelly.
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