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Stefan Nabih Sabbagh

Global Retirement Partners LLC

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About Stefan Nabih Sabbagh

Stefan Nabih Sabbagh is a financial advisor with over 19 years of experience in the industry. Stefan has a broad range of experience and is registered to provide both investment advisory and broker-dealer services. Stefan has held positions at several firms including Ameriprise Financial Services, LLC, VOYA Financial Advisors, INC., ING Financial Advisors, LLC, and Tower Square Securities, INC. Stefan is currently a registered representative of LPL Financial LLC and a registered investment advisor representative of both Alpha Pension Group, a division of Hub New England, and Global Retirement Partners. Global Retirement Partners LLC is an independent investment advisor firm that specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.

Firm Information

Stefan Sabbagh 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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Stefan Sabbagh’s Registration & Firm History

CT

05/02/2023 - Present

Global Retirement Partners LLC (Windsor CT)

CT

01/03/2020 - 05/08/2023

AMERIPRISE FINANCIAL SERVICES, LLC (Putnam CT)

CT

12/17/2010 - 10/18/2019

VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)

CT

03/13/2006 - 12/31/2010

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

CA

05/06/2004 - 02/24/2006

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

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Licenses & Designations

IA

Issued 12/16/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/20/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2010

Series 7 - General Securities Representative Examination

BC

Issued 05/03/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stefan Nabih Sabbagh.
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