James Bartoszewicz, financial advisor Pittsburgh PA

James Bartoszewicz

CRD Number: 2801043
Current Firm: Global Retirement Partners LLC

James Bartoszewicz (CRD# 2801043) is an Investment Advisor Representative working at Global Retirement Partners LLC in Pittsburgh, PA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Global Retirement Partners, LLC San Rafael, CA Dec 2021 - Current 2
Fiducia Group, LLC Pittsburgh, PA Jan 2009 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1996
S65 NASAA Investment Advisors Law Examination Nov 2000
Contact Info for James J. Bartoszewicz
Phone Number: 415-526-2753
Registered State(s):
  • PA
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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