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COO · Global Retirement Partners LLC

Melissa Rodriguez-Kirk

CRD 7832730 · Named on Form ADV at 3 SEC-registered advisers

At a glance

Global Retirement Partners LLC, an SEC-registered asset manager based in SAN Rafael, CA with $169.6 billion in regulatory assets, lists Melissa Rodriguez-Kirk on its Form ADV as COO, a control person. The SEC filings also name Melissa at 2 other registered advisers.

Firms and roles

AtlasMembers

Melissa’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
3 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Melissa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.