Manuel Mejia
Investment Adviser Representative at Global Retirement Partners LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Manuel Mejia is an investment adviser representative with Global Retirement Partners LLC in Blue Bell, PA, where they have been registered since 2024. They have worked in the securities industry since 2012 and have been registered with 6 firms, including Hartford Funds Distributors, LLC and PFS Investments Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
1 state or territory
Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Primerica Financial ServicesJun 2016 – Dec 2016Conshohocken, PA
- PFS Investments Inc.Jul 2016 – Dec 2016Conshohocken, PA
- Pacer Financial, Inc.May 2017 – Jun 2017Paoli, PA
- State Farm InsuranceJan 2017 – May 2017Media, PA
- Primerica Financial ServicesJun 2016 – Dec 2016Conshohocken, PA
- PFS Investments Inc.Jul 2017 – Sep 2017Conshohocken, PA
- Hartford Funds Distributors, LLCNov 2017 – Nov 2024Wane, PA
- State FarmSep 2017 – Nov 2017Media, PA
- Amazon FlexJul 2017 – Aug 2017Springfield, PA
- LPL Financial LLCNov 2024 – no end date reportedBlue Bell, PA
- Global Retirement Partners, LLCNov 2024 – no end date reportedSan Rafael, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Global Retirement Partners LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Up to $1,000,0002.00%
- $1,000,001 to $2,000,0001.50%
- Over $2,000,0011.00%
- Investment Management + Planning: Less than $500,0001.25%
+8 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 472
- Offices listed on AdvisorFinder:
- 25
- Main office:
- San Rafael, CA
- SEC file number:
- 801-80074
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at Global Retirement Partners LLC
Showing 12 of 472 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Manuel Mejia has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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