Richard AnnunziataCRD Number: 5875754
Current Firm: Global Retirement Partners LLC
Richard Annunziata (CRD# 5875754) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 8 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Global Retirement Partners LLC
|Lpl Financial, LLC||Howard Beach, NY||Dec 2021 - Current||1|
|Global Retirement Partners||Howard Beach, NY||Dec 2021 - Current||1|
|Equitable Advisors, LLC||New York, NY||Mar 2015 - Dec 2021||6|
|Axa Advisors, LLC||New York, NY||Mar 2015 - Jun 2020||5|
|Unemployed||Howard Beach, NY||Dec 2014 - Mar 2015||< 1|
|Ihop||Ozone Park, NY||Jan 2009 - Dec 2014||5|
|T3 Live||New York, NY||Jan 2012 - Oct 2014||2|
|T3 Trading Group||New York, NY||Dec 2010 - Oct 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2015|
|S65||NASAA Investment Advisors Law Examination||May 2015|
Total Assets Under Management107,120MILLIONS
Total Number of Accounts19,922ACCOUNTS
Average Account Value$5,376,981
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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