Patrick J Morrell

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

• 02/2014 → Present
  Ingham Retirement Group
  Miami, FL
• 04/2017 → Present
  Global Retirement Partners Llc
  San Rafael, CA

Previous Registrations

• 2014-02-06 → 2017-08-10
  Ingham Retirement Group
  Miami, FL
• 2012-02-28 → 2015-04-30
  Lpl Financial Llc
  Fort Mill, SC
  Miami, FL
  New York, NY
• 2008-01-04 → 2010-09-01
  Nrp Advisors, Inc.
  Capistrano Beach, CA
• 2007-01-17 → 2008-01-02
  Nrp Financial, Inc.
  Bryan, OH
  Capistrano Beach, CA
• 2006-08-08 → 2007-04-02
  Saggezza Investment Management, Llc
  San Diego, CA
• 2006-09-20 → 2007-01-16
  Nrp Advisors, Inc.
  Bryan, OH

Other Businesses

1. 5/5/2014 - REGISTERED INVESTMENT ADVISOR DBA - INGHAM RETIREMENT GROUP - PROVIDES FINANCIAL ADVICE - (HYBRID) INGHAM RETIREMENT GROUP - TIME SPENT 90% - MIAMI, FL.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-02-11
• S65 Uniform Investment Adviser Law Examination
  2006-05-18

Other Names

• Patrick J. Morrell