Carol
Iannessa

Global Retirement Partners LLC

CRD#2130476
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Carol Iannessa is a financial advisor based in Pittsburgh, Pennsylvania, working with Global Retirement Partners LLC. Carol has previously worked at Commonwealth Financial Network, Heritage Wealth Management Group, LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Get Rip'D With Carol, Carol Ianessa, Carol L. Iannessa, Carol Iannessa LLC, Lpl Finaical LLC, and Global Retirement Partners, LLC. Carol has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Carol is part of Global Retirement Partners LLC, which operates in Pittsburgh, Pennsylvania. The firm has 193 offices and 448 employees. Global Retirement Partners LLC manages $143.4 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Global Retirement Partners LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

500 Commerce Drive, Suite 100
Pittsburgh, PA 15208

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Global Retirement Partners LLC Brokerage Details

Total Assets Under Management

$143,416,430,435

PA Average: $7,578,581,321
Total Number of Employees

448

PA Average: 43
Total Number of Accounts

30,235

PA Average: 3,727
Average Account Size

$4,743,391

PA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Carol Iannessa Work History

2022 - Present (3 years)

Lpl Finaical LLC

2022 - Present (3 years)

Global Retirement Partners, LLC

2017 - Present (8 years)

Heritage Wealth Management Group, LLC

2017 - Present (8 years)

Get Rip'D With Carol

2017 - Present (8 years)

Carol L. Iannessa

2017 - Present (8 years)

Carol Iannessa LLC

2017 - 2022 (5 years)

Raymond James Financial Services, Inc

2017 - 2022 (5 years)

Raymond James Financial Services Advisors, Inc

2017 - 2019 (2 years)

Carol Ianessa

2009 - 2017 (8 years)

Commonwealth Financial Network

Disclosures

Please visit the SEC profile of Carol Iannessa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Global Retirement Partners LLC

Charles Merrick
Frederick, MD
Lauren Mcbeth
San Rafael, CA
Elizabeth Winslett
San Francisco, CA
Sherri Fryatt
San Rafael, CA
Philip Hecker
Carlsbad, CA
Blake Hiett
Fort Worth, TX
Ryan Maddex
Wichita, KS
Tyler Brewer
Mercer Island, WA

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