Steven Dorman, financial advisor Mclean VA

Steven Dorman

CRD Number: 70549
Current Firm: Global Retirement Partners LLC

Steven Dorman (CRD# 70549) is an Investment Advisor Representative working at Global Retirement Partners LLC in Mclean, VA and has over 40 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Global Retirement Partners, LLC Mclean, VA Nov 2015 - Current 8
Lpl Financial, LLC Mclean, VA Nov 2012 - Current 11
Washington Financial Group, LLP Vienna, VA Mar 1999 - Current 25
Self Employed Vienna, VA Jul 1973 - Current 50
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1983
S65 NASAA Investment Advisors Law Examination Jul 1997
Contact Info for Steven W. Dorman
Phone Number: 415-526-2753
Registered State(s):
  • DC
  • MD
  • VA
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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