Henry Dean Levis
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, LLCMar 2026 to now
- Sageview Advisory Group, LLCFeb 2023 to Mar 2026
- Relational AdvisorsMar 2022 to Mar 2026
- Beacon Pointe Advisors, LLCMay 2020 to Feb 2022
- Beacon Pointe Advisors, LLCJun 2019 to Aug 2019
- Beacon Pointe Advisors, LLCApr 2018 to Aug 2018
- Washington State UniversityAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7331069
- Firm CRD
- 172011