Joseph Valenza
Investment adviser representative at Global Retirement Partners LLC
11 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
11 years in the industry.
- Global Retirement Partners, LLCFeb 2026 to now
- Hub International Investment ServicesFeb 2026 to now
- LPL Financial LLCFeb 2026 to now
- UnemployedNov 2025 to Jan 2026
- Prosperity - An Eisneramper CompanyNov 2023 to Oct 2025
- Dai Securities, LLCFeb 2023 to Sep 2025
- Eisneramper Wealth Management & Corporate Benefits, LLCSep 2022 to Nov 2023
- Apw Capital, Inc.Sep 2022 to Jan 2023
- Commonwealth Financial NetworkDec 2015 to Sep 2022
- Cpa Financial Group, LLCDec 2015 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6106136
- Firm CRD
- 172011