Manuel Mejia
Investment adviser representative at Global Retirement Partners LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Global Retirement Partners, LLCNov 2024 to now
- LPL Financial LLCNov 2024 to now
- Hartford Funds Distributors, LLCNov 2017 to Nov 2024
- State FarmSep 2017 to Nov 2017
- Pfs Investments Inc.Jul 2017 to Sep 2017
- Amazon FlexJul 2017 to Aug 2017
- Pacer Financial, Inc.May 2017 to Jun 2017
- State Farm InsuranceJan 2017 to May 2017
- Pfs Investments Inc.Jul 2016 to Dec 2016
- Primerica Financial ServicesJun 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 5782380
- Firm CRD
- 172011