Brett Jason Hoffman
Investment adviser representative at Global Retirement Partners LLC
30 yearsExperience
7 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
30 years in the industry.
- LPL Financial LLCOct 2025 to now
- Global Retirement Partners, LLCJun 2025 to now
- Hub International Investment Services, Inc.Oct 2020 to now
- The Insurance Exchange, a Division of Hub InternationalMar 2018 to now
- The Insurance ExchangeJun 2011 to Mar 2018
- Commonwealth Financial NetworkMar 2000 to Oct 2025
- The Guardian Life Insurance CompanyNov 1996 to Oct 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 7 states (CA, DE, FL, MD, NY, PA, VA).
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
- 2835810
- Firm CRD
- 172011