David Gensler
David Gensler is a registered investment advisor at Global Retirement Partners LLC, based in Purchase, NY, with 28 years of industry experience. David 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
2500 Westchester Ave. Suite 106, Purchase, NY, 10577
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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 Activities
David provides investment advisory services through Global Financial Partners, dedicating about 10-20% of his time to this activity. He is also the Owner, President, and Enrolled Actuary for Concierge Retirement Services, Inc. (full-time) and President of Matmel, Inc. (a few hours per week).
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Royal Alliance Associates, INC.Broker
National Planning CorporationBroker
Nathan & Lewis Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
State Registrations4 states
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