Dewitt Charles Miles

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

• 07/2025 → Present
  Global Retirement Partners, Llc
  San Rafael, CA
• 07/2025 → Present
  Hub International
  Charleston, SC
• 05/2024 → 08/2024
  Hub International
  Seneca, SC
• 05/2023 → 08/2023
  Golden Green Inc.
  Seneca, SC
• 05/2022 → 08/2022
  First Horizon Bank
  Charlotte, NC
• 08/2021 → 05/2025
  Clemson University
  Clemson, SC
• 07/2015 → 05/2021
  Carmel Christian School
  Matthews, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-05