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Maggie Elizabeth Scally

Investment adviser representative at Global Retirement Partners LLC
12 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

12 years in the industry.

  1. Global Retirement Partners, LLCOct 2025 to now
  2. LPL Financial LLCOct 2025 to now
  3. Hub International Investment Services Inc.Nov 2024 to now
  4. Legacy Planning PartnersJan 2022 to now
  5. Legacy Planning PartnersJun 2020 to Dec 2021
  6. Pica's RestaurantJun 2019 to Oct 2021
  7. West Chester UniversityAug 2018 to Dec 2021
  8. Casey's Pour HouseJun 2016 to Aug 2018
  9. Camp Garrett Pa - Garrett WilliamsonJun 2016 to Aug 2017
  10. Marple Newtown High SchoolSep 2014 to May 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2022

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
7266830
Firm CRD
172011
Advisor's SEC record (opens in a new tab)
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