Brooke Candace Delaney
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, LLCOct 2019 to now
- LPL Financial, LLCSep 2019 to now
- Foundational Retirement Solutions LLCOct 2018 to Sep 2019
- GrpaaDec 2016 to Sep 2018
- LPL Financial, LLCMar 2016 to Oct 2017
- Global Retirement Partners, LLCMar 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6557852
- Firm CRD
- 172011