Charles George Breschi
Investment adviser representative at Global Retirement Partners LLC
25 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
25 years in the industry.
- Hub International Investment Services, Inc.Aug 2025 to now
- Global Retirement Partners, LLCAug 2023 to now
- LPL Financial LLCAug 2023 to now
- MML Investors ServicesAug 2001 to Aug 2023
- Mass MutualJun 2001 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 7 states (DE, GA, IN, MD, NC, 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
- 4442754
- Firm CRD
- 172011