Ashley Shaw Veneto
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, LLCSep 2025 to now
- Hub InternationalJun 2025 to now
- Hub InternationalJun 2024 to Aug 2024
- Univeersity of MiamiJan 2022 to May 2025
- Salem State UniversityAug 2021 to Dec 2021
- Tripoli BakeryMar 2019 to Sep 2019
- Andover High School and Doherty Middle SchoolAug 2015 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 8119305
- Firm CRD
- 172011