Charles Epstein, financial advisor San Rafael CA

Charles Epstein

CRD Number: 1017351
Current Firm: Global Retirement Partners LLC

Charles Epstein (CRD# 1017351) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 39 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Hub International Investment Services, Inc. Chicago, IL Nov 2021 - Current 2
Global Retirement Partners, LLC East Longmeadow, MA Jun 2021 - Current 2
Lpl Financial, LLC East Longmeadow, MA May 2021 - Current 2
Epstein Financial Services LLC East Longmeadow, MA Mar 2018 - Current 6
Massmutual Life Insurance Company East Longmeadow, MA Sep 1979 - Current 44
Mml Investors Services, LLC East Longmeadow, MA Feb 1984 - May 2021 37
Epstein Financial Services East Longmeadow, MA Jun 1984 - Mar 2018 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
Contact Info for Charles D. Epstein
Phone Number: 415-526-2753
Registered State(s):
  • MA
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    119,815
    MILLIONS
  • Total Number of Accounts
    25,479
    ACCOUNTS
  • Average Account Value
    $4,702,494
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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