Eugene Rogatnik
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, LLCDec 2023 to now
- LPL Financial LLCDec 2023 to now
- Empower Financial Services, IncOct 2022 to Nov 2023
- Global Retirement Partners, LLCJul 2022 to Oct 2022
- LPL Financial, LLCJul 2019 to Oct 2022
- Sheridan Road Advisors, LLC (dba: Sheridan Road, LLC)Apr 2019 to Oct 2022
- Empower RetirementFeb 2015 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 6722843
- Firm CRD
- 172011