Carl Steinhilber
Investment adviser representative at Global Retirement Partners LLC
15 yearsExperience
2 statesRegistered in
$169.6BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Hub International Investment ServicesJul 2026 to now
- Global Retirement Partners, LLCJun 2026 to now
- Hub InternationalJun 2026 to now
- Shuster Advisory Group, LLCJan 2019 to now
- Equitable Advisors, LLCJan 2019 to Jun 2026
- Unemployed/consultingMay 2018 to Jan 2019
- Mass Mutual Life Insurance CoJul 2011 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, SC).
Global Retirement Partners LLC
$169.6BAssets managed
28,693Clients
473Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1931102
- Firm CRD
- 172011