Stephen Dobrow (CRD# 4657976) is an Investment Advisor Representative working at Global Retirement Partners LLC in Burlingame, CA and has over 20 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Burlingame, CA | Sep 2014 - Current | 9 |
| Global Retirement Partners | Burlingame, CA | Sep 2014 - Current | 9 |
| Primark Benefits Usa | Burlingame, CA | Oct 1995 - Current | 28 |
| Financial Telesis | San Rafael, CA | Jun 2005 - Dec 2014 | 9 |
| Karp Capital Management Corporation | San Francisco, CA | Oct 2005 - Sep 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2003 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2003 |
- CA
- CO
- OR
- TX
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Total Assets Under Management140,721MILLIONS
-
Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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