Teresa Elizabeth Gray
Investment adviser representative at Global Retirement Partners LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Global Retirement Partners, LLCJul 2022 to now
- Sheridan Road Advisors, a Hub International CompanyMar 2021 to now
- Goldleaf PartnersNov 2016 to Mar 2021
- Impact Financial LLCMar 2016 to Dec 2016
- Principal Life Insurance CompanySep 2014 to Dec 2016
- Princor Financial Services CorporationSep 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 2178880
- Firm CRD
- 172011