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David A Bradshaw

Investment adviser representative at Global Retirement Partners LLC
13 yearsExperience
4 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

13 years in the industry.

  1. Hub International Investment ServicesOct 2025 to now
  2. Global Retirement Partners, LLCJul 2016 to now
  3. LPL Financial LLCJul 2016 to now
  4. Alpha Pension Group, Inc.Oct 2013 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012
  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 4 states (CT, MA, ME, NH).

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
6100447
Firm CRD
172011
Advisor's SEC record (opens in a new tab)
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