Meredith Grace Coffey
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.
Meredith Grace Coffey is an investment adviser representative with Global Retirement Partners LLC in Lancaster, MA, where they have been registered since 2025. They have worked in the securities industry since 2020 and have been registered with 3 firms, including HUB International Investment Services Inc. (HIIS) and Ballentine Partners. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts.
Registrations & licenses
- Investment adviser:
- Massachusetts
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.
- Provo Financial ServicesMay 2017 – Dec 2018Shrewsbury, MA
- Framingham State UniversitySep 2013 – May 2017Framingham, MA
- TJX CompaniesJun 2011 – Nov 2016Hudson, MA
- Provo Financial ServicesAug 2015 – May 2017Shrewsbury, MA
- Ballentine Partners LLCFeb 2019 – Jan 2021Waltham, MA
- HUB InternationalSep 2021 – no end date reportedChicago, IL
- unemployedFeb 2021 – Aug 2021Hudson, MA
- Global Retirement Partners, LLCDec 2024 – no end date reportedSan Rafael, CA
Official records & sources
Data as of August 9, 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
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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. Meredith Grace Coffey 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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