Daniel Thomas Demarco

Employer firm

Global Retirement Partners LLC CRD 172011

$170B regulatory AUM 798 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → 11/2024
  Adp Broker-Dealer, Inc.
  Waltham, MA
• 06/2010 → 11/2024
  Adp Inc.
  Waltham, MA
• 11/2024 → Present
  Lpl Financial Llc
  Boston, MA
• 11/2024 → Present
  Global Retirement Partners, Llc
  San Rafael, CA
• 11/2024 → Present
  Hub International Investment Services
  Kansas City, MO

Other Businesses

1- 11/2024 / HUB INTERNATIONAL / Outside/W-2 Employment / NON INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING / START 11/05/2024 2- 11/2024 / HUB RETIREMENT AND WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / INV RLTD / START 11/05/2024 3- 11/2024 / ALPHA PENSION GROUP, A DIV OF HUB NEW ENGLAND /DBA for LPL Business (entity for LPL business) / INV RLTD / START 11/05/2024 4) 01/06/2025 - GLOBAL RETIREMENT PARTNERS - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:11/5/2024 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 11/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 01/06/2025 - ALPHA PENSION GROUP, A DIV OF HUB NEW ENGLAND - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:11/5/2024 - 160 Hrs/Mth - 8 Hrs During Trading. 6) 01/06/2025 - HUB RETIREMENT AND WEALTH MANAGEMENT - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:11/5/2024 - 160 Hrs/Mth - 8 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-03
• S63 Uniform Securities Agent State Law Examination
  2004-09-28

Other Names

• Dan Demarco