CFP

Seth Grano

25 Years of Experience

San Rafael, CA

4 DisclosuresBroker

Seth Grano is a CFP-designated registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 25 years of industry experience. Seth 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.

Global Retirement Partners LLC

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 Value	Annual Fee
Up to $1.0M	2.00%
$1.0M - $2.0M	1.50%
$2M+	1.00%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

View Full SEC Brochure

Location

40 E. Alamar Ave., San Rafael, CA, 93105

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History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2013

Settled

Customer Dispute

July 2012

Award / Judgment

Customer Dispute

March 2011

Settled

Customer Dispute

April 2009

Denied

View Full SEC Report How to Read Disclosures

Other Business Activities

Seth operates HUB Retirement and Wealth Management as a DBA for his LPL business since 2016. He also provides administrative support to Global Retirement Partners and HUB Retirement and Wealth Management, spending full-time hours on each of these activities.

Employment History

Current Registrations

Global Retirement Partners LLC

July 2023 - Present · 3 yrs

LPL Financial LLCBroker

July 2023 - Present · 3 yrs

Previous Registrations

Cambridge Investment Research Advisors, INC.

February 2016 - July 2023 · 7 yrs 5 mos

HUB International Investment Services INC. (hiis)

February 2016 - March 2016 · 1 mo

Cambridge Investment Research, INC.Broker

February 2016 - July 2023 · 7 yrs 5 mos

HUB International Investment Services INC.Broker

February 2016 - January 2024 · 7 yrs 11 mos

Centaurus Financial, INC.

November 2011 - January 2016 · 4 yrs 2 mos

Centaurus Financial, INC.Broker

November 2010 - January 2016 · 5 yrs 2 mos

American Beacon Partners, INC.Broker

March 2010 - December 2010 · 9 mos

Waterford Investor Services, INC.Broker

January 2010 - April 2010 · 3 mos

Community Bankers Securities, LLCBroker

August 2008 - December 2009 · 1 yr 4 mos

Multi-Financial Securities Corporation

June 2006 - August 2008 · 2 yrs 2 mos

Multi-Financial Securities CorporationBroker

June 2006 - August 2008 · 2 yrs 2 mos

Qa3 Financial CORP.Broker

March 2006 - July 2006 · 4 mos

Tlg Advisors, INC.

November 2005 - December 2006 · 1 yr 1 mo

Great Northern Financial Securities, INC.Broker

June 2002 - March 2006 · 3 yrs 9 mos

First Montauk Securities CORP.Broker

June 2001 - July 2002 · 1 yr 1 mo

Metropolitan Investment Securities, INC.Broker

July 2000 - June 2001 · 11 mos

State Registrations1 state

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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