Sarah Ann Colotto
Investment adviser representative at Global Retirement Partners LLC
7 yearsExperience
1 stateRegistered in
$169.6BFirm assets
12 yearsFirm in business
Are you Sarah Ann Colotto? 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
7 years in the industry.
- Global Retirement Partners, LLCOct 2022 to now
- LPL Financial LLCOct 2022 to now
- Capfinancial Partners LLC (captrust)Jan 2022 to Sep 2022
- Capfinancial Securities LLCJan 2022 to Sep 2022
- Global Retirement Partners, LLCJun 2015 to Jan 2022
- LPL Financial, LLCJun 2015 to Jan 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4350706
- Firm CRD
- 172011