Karen Lewis Sciarra

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

• 11/2010 → 03/2019
  Lpl Financial, Llc
  Fort Washington, PA
• 12/2010 → 03/2019
  Independent Financial Partners
  Fort Washington, PA
• 03/2019 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2011-03-15 → 2019-04-03
  Independent Financial Partners
  Ft Washington, PA
  Langhorne, PA
  Ft. Washington, PA
• 2008-05-30 → 2010-12-01
  Nrp Advisors, Inc.
  Fort Washington, PA

Other Businesses

1. 11/30/2010: DBA ONLY - WHARTON HILL ADVISORS - FORT WASHINGTON, PA. 2. 7/5/2011: REGISTERED INVESTMENT ADVISOR - INDEPENDENT FINANCIAL PARTNERS - HYBRID RIA - SERVE AS AN INVESTMENT ADVISOR REPRESENTATIVE UNDER THE INDEPENDENT FINANCIAL PARTNERS RIA. ACTIVITIES MAY INCLUDE FINANCIAL PLANNING, RENDERING INVESTMENT ADVICE FOR A FEE, OTHER RELATED FINANCIAL CONSULTING. - TIME SPENT 25% - FORT WASHINGTON, PA. 3. 3/25/2013 - REGISTERED INVESTMENT ADVISOR - INDEPENDENT FINANCIAL PARTNERS - COMPREHENSIVE FIDUCIARY DUE-DILIGENCE FOR PLAN SPONSORS. - (HYBRID) INDEPENDENT FINANCIAL PARTNERS - TIME SPENT 10% - 4. 08/13/2014 - INDEPENDENT FINANCIAL PARTNERS - REGISTERED INVESTMENT ADVISOR DBA - (HYBRID) WHARONHILL ADVISORS - TIME SPENT 80 HOURS PER MONTH - FORT WASHINGTON, PA 5. 7/18/2017 - IFP Plan Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 07/11/2017 - 80 Hours Per Month/60 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-29
• S63 Uniform Securities Agent State Law Examination
  1994-09-02

Other Names

• Karen Ann Lewis
• Karen Lewis Mccloskey
• Karen Lewis Mccloskey
• Karen Lewis Mccloskey, Aif