Stephen Michael Cunha

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

• 07/2016 → 07/2020
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 07/2016 → 07/2020
  Mml Investors Services, Llc
  Wakefield, MA
• 07/2020 → Present
  Lpl Financial, Llc
  Hampton, NH
• 07/2020 → Present
  Global Retirement Partners, Llc
  Hampton, NH

Previous Registrations

• 2011-10-12 → 2018-04-05
  Mariner
  Overland Park,, KS
• 2014-01-31 → 2014-12-31
  New England Securities
  Wakefield, MA
  Wakefield, MA

Other Businesses

1) 02/09/2022 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 07/13/2020 - 80 Hours Per Month/4 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 07/2020. I expect to spend approximately 80 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. 2) 02/09/2022 - RetirementCFO.LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 07/13/2020 - 80 Hours Per Month/4 Hours During Securities Trading. 3) 03/16/2022 - RetirementCFO.LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 07/13/2020 - 10 Hours Per Month/1 Hour During Securities Trading. 4) 04/01/2022- FORTRESS ENTERPRISES NORTH - Investment Related - 321 Camelot Shore Dr Farmington, NH 03835 and Gilford, NH 03249 - Real Estate Rental - Owner - Start Date: 01/04/2010 - 5 Hours Per Month/0 Hours During Securities Trading. 5) 08/25/2025- Fortress Enterprises North - Other - Author - Not INV Related - Home Based - Start date: 09/01/2025 - 25 Hours Per Month 0hrs during Trading 6. 08/26/2025- my existing insurance broker license- Other - Co-Author- INV Related- Home Based- Start date 09/01/2025 - 0 Hours Per Month 0 hrs during Trading 7.08/26/2025 - Fortress Enterprises North - Other - Life Coach - Not INV Related - Home Based - Start date 09/01/2025 - 20 Hours Per Month 0 hrs during Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-02-24

Designations

• Certified Financial Planner