Alexander Ross Naki

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

• 08/2012 → 05/2017
  University Of Hawaii At Manoa
  Honolulu, HI
• 06/2017 → 04/2025
  Lpl Financial, Llc
  Roseville, CA
• 03/2020 → 04/2025
  Financial Advocates Investment Management
  Roseville, CA
• 04/2025 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2020-03-10 → 2025-04-09
  Financial Advocates Investment Management
  Olympia, WA
  Roseville, CA

Other Businesses

8/6/2020 - Door Dash - Not Investment Related - Outside/W-2 Employment - Start Date: 7/11/2020 - 8 Hours Per Month/0 Hours During Securities Trading - Delivery driver.

Exams

• S66 Uniform Combined State Law Examination
  2020-02-29

Other Names

• Alec Ross Naki
• Alexander Naki