Daniel Bryan Spickard
Investment adviser representative at Global Retirement Partners LLC
21 yearsExperience
3 statesRegistered in
$169.6BFirm assets
12 yearsFirm in business
Are you Daniel Bryan Spickard? 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
21 years in the industry.
- Global Retirement Partners, LLCMay 2026 to now
- LPL Financial LLCMay 2026 to now
- Park Avenue SecuritiesFeb 2006 to May 2026
- Guardian Life Insurance CompanyDec 2005 to May 2026
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (OH, PA, WV).
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
- 4673145
- Firm CRD
- 172011