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Karen Lewis Sciarra

Global Retirement Partners LLC

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About Karen Lewis Sciarra

Karen Sciarra is a financial advisor with Global Retirement Partners LLC, a firm providing financial and investment advice. Karen has been in the financial services industry since 1995. Karen has experience serving a variety of clients including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans and individuals other than high-net-worth. Karen is registered in Florida, Illinois, Maryland, and Pennsylvania. Karen holds the Series 6, 63, and 65 licenses. Karen also has experience in portfolio management for businesses and individuals, financial planning, and pension consulting. Karen is also an Investment Advisor Representative for Independent Financial Partners. Karen is dedicated to providing clients with personalized advice and guidance.

Firm Information

Karen Sciarra 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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Karen Sciarra’s Registration & Firm History

PA

03/29/2019 - Present

Global Retirement Partners LLC (Fort Washington PA)

PA

11/30/2010 - 11/05/2019

LPL FINANCIAL LLC (FORT WASHINGTON PA)

PA

02/25/2008 - 11/30/2010

NRP FINANCIAL, INC. (FT WASHINGTON PA)

PA

01/03/2005 - 03/05/2008

NFP SECURITIES, INC. (HORSHAM PA)

PA

05/09/1997 - 10/27/2003

DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)

PA

01/03/1995 - 01/31/1997

FEDERATED SECURITIES CORP. (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 05/29/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/02/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karen Lewis Sciarra.
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