MP
MP

Mary Piraino

31 Years of Experience
San Rafael, CA
Broker

Mary Piraino is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 31 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903

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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 Activities

Mary is involved with AMP LLC for tax/investment purposes and provides investment advisory services through Global Retirement Partners as an IAR, dedicating about half of her time to this role. She also uses Global Retirement Partners as a DBA for her LPL business, spending about half her time on this as well.

Employment History
Current Registrations
Global Retirement Partners LLC
October 2023 - Present · 2 yrs 7 mos
LPL Financial LLCBroker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
LPL Financial LLC
September 2023 - October 2023 · 1 mo
LPL Financial LLCBroker
December 2017 - July 2023 · 5 yrs 7 mos
LPL Financial LLC
December 2017 - July 2023 · 5 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
July 2007 - November 2017 · 10 yrs 4 mos
Robert W. Baird & CO. Incorporated
July 2007 - November 2017 · 10 yrs 4 mos
UBS Financial Services INC.Broker
August 2006 - August 2007 · 1 yr
Piper Jaffray & CO.Broker
March 2003 - August 2006 · 3 yrs 5 mos
Morgan Stanley Dw INC.Broker
October 1994 - March 2003 · 8 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Mary Piraino - Financial Advisor | TrueAdvisor