Investment adviser representative · Global Retirement Partners LLC
Eduardo Gimenez
CRD 2580200 · San Rafael, CA
At a glance
Eduardo Gimenez is an investment adviser representative with Global Retirement Partners LLC in San Rafael, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Eduardo’s SEC record dates to 2009, about 17 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Global Retirement Partners LLCSince January 2017San Rafael, CA · $170B in regulatory assets
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 4 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Eduardo’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.