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David Anthony Carr

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.

  1. Global Retirement Partners, LLCOct 2023 to now
  2. LPL Financial LLCOct 2023 to now
  3. MML Investors Services, LLCJul 2021 to Oct 2023
  4. Massmutual Life Insurance CoJun 2021 to Oct 2023
  5. UnemployedMay 2020 to Jun 2021
  6. Brinker CapitalMay 2019 to Sep 2019
  7. Johnson & JohnsonMar 2019 to May 2019
  8. The Philadelphia GroupMay 2018 to Sep 2018
  9. University of DelawareAug 2016 to May 2020

Exams passed

  • Series 66 · Uniform Combined State Law2021

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
7409297
Firm CRD
172011
Advisor's SEC record (opens in a new tab)
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