Brian Raymond

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

• 03/2001 → 12/2019
  Abg Portfolio Strategies
  Bingham Farms, MI
• 01/2020 → 03/2026
  Sentinel Pension Advisors, Inc
  Troy, MI
• 04/2026 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2020-01-02 → 2026-02-03
  Sentinel Pension Advisors, Llc.
  Wakefield, MA
  Troy, MI
• 2011-06-29 → 2019-12-31
  Abg Portfolio Strategies, Inc.
  Bingham Farms, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-25