Daniel O'sullivan
Daniel O'sullivan is a registered investment advisor at Global Retirement Partners LLC, based in Blue Bell, PA, with 29 years of industry experience. Daniel 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
980 Jolly Road, Suite 100, Blue Bell, PA, 19422
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel provides disability, life, health, and annuity insurance as part of comprehensive financial planning, dedicating minimal time to this. He also provides investment advisory services through Global Retirement Partners LLC, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
LPL Financial LLC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
W. S. Griffith & CO., INC.Broker
Prudential Investment Management Services LLCBroker
Pruco Securities CorporationBroker
State Registrations11 states
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