Matthew Patrick Greene
Investment adviser representative at Global Retirement Partners LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$169.6BFirm assets
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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
13 years in the industry.
- Global Retirement Partners, LLCNov 2021 to now
- LPL Financial LLCNov 2021 to now
- Hub International Investment Services, Inc.Oct 2020 to now
- Summit Financial Corporation, a Div of Hub InternationalMar 2017 to now
- Commonwealth Financial NetworkMar 2017 to Nov 2021
- Fidelity InvestmentsMar 2013 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 5799281
- Firm CRD
- 172011