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CFP

Samuel Stroud

Global Retirement Partners LLC
40 Years of Experience
West Chester, PA
BrokerSells Insurance
View SEC Summary
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Samuel Stroud is a CFP-designated registered investment advisor at Global Retirement Partners LLC, based in West Chester, PA, with 40 years of industry experience. Samuel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Federal Employees, and 4 more. Their firm serves 28,693 clients with $170B in assets under management.

Global Retirement Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
489 advisors
Number of Clients
28,693 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$169.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%

Fees may be paid monthly or quarterly, in arrears or in advance. Alternative schedules apply to specific third-party programs like Dynamic LifeManagement, where rates start at 1.25% for assets under $500,000 and decrease for larger amounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

228 W Gay Street, West Chester, PA, 19380

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Samuel is a member and part owner of CRC Holdings Company, LLC, a holding company for commercial property, and owns a rental property in Cape May, NJ. He also works full-time as VP Wealth Management for Legacy Planning Partners, a HUB International Company, and spends minimal time on fixed insurance sales as an agent under the name 'Legacy Planning Partners'.

Employment History
Current Registrations
Global Retirement Partners LLC
October 2025 - Present · 1 yr
LPL Financial LLC
October 2025 - Present · 1 yr
LPL Financial LLCBroker
October 2025 - Present · 1 yr
HUB International Investment Services INC.
November 2024 - Present · 1 yr 11 mos
HUB International Investment Services INC.Broker
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Commonwealth Financial NetworkBroker
October 2019 - October 2025 · 6 yrs
Commonwealth Financial Network
October 2019 - October 2025 · 6 yrs
Securian Financial Services, INC.
February 2012 - October 2019 · 7 yrs 8 mos
Securian Financial Services, INC.Broker
May 2009 - October 2019 · 10 yrs 5 mos
J.P. Morgan Securities INC.Broker
October 2008 - March 2009 · 5 mos
J.P. Morgan Securities INC.Broker
April 2008 - October 2008 · 6 mos
Vanguard Marketing CorporationBroker
November 1987 - March 2008 · 20 yrs 4 mos
Quest Distributors, INC.Broker
March 1987 - June 1987 · 3 mos
Vanguard Marketing CorporationBroker
January 1985 - August 1986 · 1 yr 7 mos
First Investors CorporationBroker
July 1984 - September 1984 · 2 mos
State Registrations8 states
DEFLMAMDNCNJPAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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