Lauren Nicole Marchese
Investment adviser representative at Global Retirement Partners LLC
10 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
10 years in the industry.
- Global Retirement Partners, LLCOct 2025 to now
- LPL Financial LLCOct 2025 to now
- Hub International Investment Services Inc.Nov 2024 to now
- Legacy Planning PartnersJun 2016 to now
- Commonwealth Financial NetworkOct 2019 to Oct 2025
- Minnestoa Life Insurance CoJun 2016 to Sep 2019
- Securian Financial Services IncJun 2016 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 6426378
- Firm CRD
- 172011