Gerald Irwin Kalish
Investment adviser representative at Global Retirement Partners LLC
48 yearsExperience
1 stateRegistered in
$169.6BFirm assets
12 yearsFirm in business
Are you Gerald Irwin Kalish? Claim your profile
Contact this firm
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
48 years in the industry.
- Global Retirement Partners LLCNov 2018 to now
- National Benefit Services, Inc.Apr 1978 to now
- Your Financial Coach, Inc.Oct 2017 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 2737447
- Firm CRD
- 172011