Trevor Max Brody
Investment adviser representative at Global Retirement Partners LLC
22 yearsExperience
1 stateRegistered in
$169.6BFirm assets
12 yearsFirm in business
Are you Trevor Max Brody? 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
22 years in the industry.
- Hub International Investment ServicesAug 2025 to now
- Global Retirement Partners LLCSep 2022 to now
- LPL Financial LLCSep 2022 to now
- Cetera Advisors LLCSep 2022 to Sep 2022
- First Allied Advisory Services, Inc.Jul 2012 to Sep 2022
- First Allied Securities, Inc.Jan 2004 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2008
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
- 4753100
- Firm CRD
- 172011