Reynaldo Andre Ratti
Investment adviser representative at Global Retirement Partners LLC
10 yearsExperience
1 stateRegistered in
$169.6BFirm assets
12 yearsFirm in business
Are you Reynaldo Andre Ratti? Claim your profile
Contact this firm
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, LLCNov 2025 to now
- Hub International Investment ServicesNov 2025 to now
- LPL Financial LLCNov 2025 to now
- J.P. Morgan Securities LLCSep 2023 to Nov 2025
- JPMorgan Chase Bank, N.A.Sep 2023 to Nov 2025
- Bank of America, N.A.Nov 2016 to Aug 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2016 to Aug 2023
- Branch Banking and Trust (bb&t)Jun 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 6730474
- Firm CRD
- 172011