AC
Anthony M. Calomeni
GLOBAL RETIREMENT PARTNERS LLC
Menlo Park, CA 94025
Some features on this profile are disabled
CRD#: 4328430
AC
Professional summary
Anthony Michael Calomeni is a registered financial advisor currently at GLOBAL RETIREMENT PARTNERS LLC located in Menlo Park, California and LPL FINANCIAL LLC located in Walnut Creek, California.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Anthony has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1)07/25/2016: Global Retirement Partners - Registered Investment Advisor Hybrid - DBA: (HYBRID) Global Retirement Partners - Investment Related - 4340 Redwood Highway Ste B-60 San Rafel CA - Started 08/01/2016 - 100% Time Spent - Investment Adviser Representatitve . (2)07/25/2016: Heffernan Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - 180 Howard St Suite 200 San Francisco CA - Started 08/01/2016 - 100% Time Spent . (3) 08/11/2016: Heffernan Retirement Services - DBA for LPL Business (entity for LPL business) - Investment Related - 180 Howard St., Ste 200, San Francisco, CA 94105 - Started 07/25/2016 - 1 Hr/Mo; 1 Hour During Securities Trading. (4) 11/20/2018 - Heffernan Insurance Brokers - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Vice President - Started 11/29/2017 - 1 Hour Per Month During Securities Trading. (5) 12/11/2018 - Heffernan Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/31/2015 - 1 Hour Per Month During Securities Trading. (6) 12/11/2018 - Heffernan Retirement Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/31/2015 - 1 Hour Per Month During Securities Trading. 7) 10/01/2025 - Heffernan Financial - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:12/23/2024 - 160 Hrs/Mth - 8 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Michael Calomeni's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 25, 2016 - Present
GLOBAL RETIREMENT PARTNERS LLC
Office #1: 1440 O'brien Drive, Menlo Park, CA 94025RIA
CRD#: 172011
Menlo Park, CA
Current
July 25, 2016 - Present
LPL FINANCIAL LLC
Office #1: 1350 Carlback Ave, Walnut Creek, CA 94596RIA
BD
CRD#: 6413
Walnut Creek, CA
Past
February 2, 2018 - October 8, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
MENLO PARK, CA
Past
September 5, 2017 - September 11, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
MENLO PARK, CA
Past
August 4, 2014 - August 3, 2016
U.S. BANCORP ADVISORS, LLC
RIA
CRD#: 14455
MONTEREY, CA
Past
August 4, 2014 - August 3, 2016
U.S. BANCORP ADVISORS, LLC
BD
CRD#: 14455
MONTEREY, CA
Past
March 7, 2012 - August 7, 2014
LPL FINANCIAL LLC
RIA
CRD#: 6413
BATTLE CREEK, MI
Past
March 2, 2012 - August 7, 2014
LPL FINANCIAL LLC
BD
CRD#: 6413
BATTLE CREEK, MI
Past
July 16, 2009 - March 5, 2012
CUNA BROKERAGE SERVICES, INC.
RIA
CRD#: 13941
BATTLE CREEK, MI
Past
March 16, 2009 - March 5, 2012
CUNA BROKERAGE SERVICES, INC.
BD
CRD#: 13941
BATTLE CREEK, MI
Past
September 14, 2005 - February 20, 2009
NATCITY INVESTMENTS, INC.
BD
CRD#: 17490
KALAMAZOO, MI
Past
March 9, 2005 - September 2, 2005
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
KALAMAZOO, MI
Past
January 17, 2005 - September 2, 2005
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GR
GLOBAL RETIREMENT PARTNERS LLC
401(K) PLAN PROFESSIONALS | PRESTIGE WEALTH PARTNERS, A HUB INTERNATIONAL COMPANY | PPS RETIREMENT ADVISORS | PLANNED STRATEGIES, INC. | OWEN WEALTH MANAGEMENT | OWEALTHPLAN ADVISORS LLC, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | OSWALD WEALTH MANAGEMENT | OSWALD FINANCIAL, INC. | OSWALD FINANCIAL WEALTH MANAGEMENT | ONTRACK401K | ONEDIGITAL RETIREMENT SERVICES | ONE DIGITAL RETIREMENT PARTNERS | NORTHSTAR RETIREMENT ADVISORS | NORTHEAST INVESTMENT SERVICES | MY 360 WEALTH MANAGEMENT GROUP | MW BRIDGE FINANCIAL | MRP, A DIVISION OF HUB INTERNATIONAL INVESTMENT SERVICES INC. | MRP | MORRICAL FINANCIAL SERVICES | MOREHEAD PLAN INVESTMENTS | MADISON PENSION SERVICES | M3 FINANCIAL | LMC FINANCIAL SERVICES | LMC FINANCIAL ADVISORS | LEGACY PLANNING, A HUB INTERNATIONAL COMPANY | LEAVITT RETIREMENT PARTNERS | KOROL FINANCIAL GROUP LLC | KELLY BENEFITS ADVISORY | KELLY ADVISORY | KELLEY INVESTMENT ADVISORY SERVICES | KARAM FINANCIAL GROUP | JW RETIREMENT GROUP | JP MILEY & COMPANY | JOHNSON & DUGAN | JMR WEALTH AND RETIREMENT PLANNING | ISG FINANCIAL ADVISORS | INSIGHT FINANCIAL SOLUTIONS | INSIGHT FINANCIAL PARTNERS, LLC | INSIGHT FINANCIAL ADVISORS, LLC | INDEPENDENT FINANCIAL PARTNERS | INCLINE PENSION CONSULTING | I2I FINANCIAL | HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY IBG FINANCIAL PARTNERS | HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY BAYSTATE FIDUCIARY ADVISORS | HUB RETIREMENT AND WEALTH MANAGEMENT, A DIVISION OF HUB INTERNATIONAL | HUB RETIREMENT AND WEALTH MANAGEMENT FORMERLY EPSTEIN FINANCIAL SERVICES | HUB RETIREMENT AND WEALTH MANAGEMENT | HUB RETIREMENT AND PRIVATE WEALTH, A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED | HOLDEN & COMPANY RETIREMENT PARTNERS | HILB GROUP RETIREMENT SERVICES | HERITAGE WEALTH MANAGEMENT GROUP, LLC | HERITAGE WEALTH MANAGEMENT GROUP, A DIVISION OF HUB RETIREMENT & WEALTH MANAGEMENT | HERITAGE WEALTH MANAGEMENT GROUP | HEFFERNAN RETIREMENT SERVICES | HEFFERNAN INVESTMENT MANAGEMENT | HEFFERNAN FINANCIAL SERVICES | HEFFERNAN FINANCIAL | HB RETIREMENT | HAYS INVESTMENT ADVISORS | HAYS FINANCIAL GROUP | HARGRAVE FIDUCIARY ADVISORS | GUS BATES INSURANCE & INVESTMENTS, A DIVISION OF HUB INTERNATIONAL TEXAS, INC. | GRP FINANCIAL CALIFORNIA, LLC | GRP FINANCIAL | GRP | GPS INVESTMENT ADVISORS | GOLDEN CORNER WEALTH ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | GOLDBERG, CLOUSE & EDGELL | GLOBAL RETIREMENT PARTNERS LLC | GBS RETIRE | GARNETT RETIREMENT GROUP, A DIVISION OF HUB INTERNATIONAL CAROLINAS | FRS CAPITAL MANAGEMENT | FRS ADVISORS | FRANKLIN FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | FOCUSED FINANCIAL STRATEGIES | FITLIFE RETIREMENT | FINANCIAL PARTNERS ADVISORY GROUP | FINANCIAL PARTNERS | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT NORCAL | FAIM NORCAL | EXUDE FRS | EPIC RETIREMENT SERVICES CONSULTING A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED | EDD HOLDER AND ASSOCIATES | EAGLE RETIREMENT AND FINANCIAL ADVISORS, LLC | DWC WEALTH ADVISORS | DUVAL RETIREMENT ADVISORS | DOUGLAS R. PEETE & ASSOCIATES | DIRECT ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENTO | DIETZ & LYNCH CAPITAL | DIAMOND CAPITAL WEALTH MANAGEMENT GROUP | DFG 401(K) ADVISORS | CSI ADVISORY SERVICES | CREATIVE FINANCIAL STRATEGIES | CONOVER CAPITAL MANAGEMENT | CONNOR & GALLAGHER ONESOURCE | COMPASS RETIREMENT SERVICES | CHAPPELLE CONSULTING GROUP | CDS WEALTH MANAGEMENT | CASWELL ADVISORS | BURKHART INVESTMENT GROUP | BRYSON WEALTH MANAGEMENT | BLS WEALTH MANAGEMENT | BLACK BOX PENSION ADVOCATES LLC | BJORK ASSET MANAGEMENT | BHS FINANCIAL SERVICES | BENEFIT PARTNERS FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | BEH COMPANY, LLC | BCG RETIREMENT CONSULTANTS | BCG 401(K) ADVISORS | BAYSTATE FIDUCIARY ADVISORS | ASSURED PARTNERS FINANCIAL ADVISORS | ARDEA FIDUCIARY ADVISORS | ANDERSON FINANCIAL | ALPHA PENSION GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | ALPHA PENSION GROUP | ALCALA WEALTH MANAGEMENT | AFS 401(K) RETIREMENT SERVICES | AEGIS RETIREMENT GROUP | ADVIZRS | ACHIEVE RETIREMENT | A + T WEALTH MANAGEMENT...
CRD#: 172011 / SEC#: 801-80074
RIA
Registered Investment Advisory firm - (7/14/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/3/2025)
RR
Arizona(3/4/2020)
RR
California(7/25/2016)
IAR
California(7/25/2016)
RR
Colorado(11/16/2023)
RR
District of Columbia(6/8/2025)
RR
Florida(7/25/2016)
RR
Georgia(10/15/2020)
RR
Idaho(7/25/2016)
RR
Illinois(2/21/2023)
RR
Kentucky(10/15/2020)
RR
Louisiana(12/15/2023)
RR
Maine(10/17/2022)
RR
Maryland(5/1/2025)
RR
Michigan(7/25/2016)
RR
Missouri(12/15/2023)
RR
Montana(11/16/2023)
RR
Nevada(8/28/2024)
RR
New Mexico(11/16/2023)
RR
New York(9/2/2021)
RR
North Carolina(4/5/2024)
RR
Ohio(2/2/2018)
RR
Oklahoma(11/16/2023)
RR
Oregon(11/1/2018)
RR
Tennessee(11/19/2019)
IAR
Texas(2/22/2018)
RR
Texas(3/19/2018)
RR
Utah(11/16/2023)
RR
Washington(9/11/2017)
RR
Wisconsin(6/11/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GR
GLOBAL RETIREMENT PARTNERS LLC
401(K) PLAN PROFESSIONALS | PRESTIGE WEALTH PARTNERS, A HUB INTERNATIONAL COMPANY | PPS RETIREMENT ADVISORS | PLANNED STRATEGIES, INC. | OWEN WEALTH MANAGEMENT | OWEALTHPLAN ADVISORS LLC, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | OSWALD WEALTH MANAGEMENT | OSWALD FINANCIAL, INC. | OSWALD FINANCIAL WEALTH MANAGEMENT | ONTRACK401K | ONEDIGITAL RETIREMENT SERVICES | ONE DIGITAL RETIREMENT PARTNERS | NORTHSTAR RETIREMENT ADVISORS | NORTHEAST INVESTMENT SERVICES | MY 360 WEALTH MANAGEMENT GROUP | MW BRIDGE FINANCIAL | MRP, A DIVISION OF HUB INTERNATIONAL INVESTMENT SERVICES INC. | MRP | MORRICAL FINANCIAL SERVICES | MOREHEAD PLAN INVESTMENTS | MADISON PENSION SERVICES | M3 FINANCIAL | LMC FINANCIAL SERVICES | LMC FINANCIAL ADVISORS | LEGACY PLANNING, A HUB INTERNATIONAL COMPANY | LEAVITT RETIREMENT PARTNERS | KOROL FINANCIAL GROUP LLC | KELLY BENEFITS ADVISORY | KELLY ADVISORY | KELLEY INVESTMENT ADVISORY SERVICES | KARAM FINANCIAL GROUP | JW RETIREMENT GROUP | JP MILEY & COMPANY | JOHNSON & DUGAN | JMR WEALTH AND RETIREMENT PLANNING | ISG FINANCIAL ADVISORS | INSIGHT FINANCIAL SOLUTIONS | INSIGHT FINANCIAL PARTNERS, LLC | INSIGHT FINANCIAL ADVISORS, LLC | INDEPENDENT FINANCIAL PARTNERS | INCLINE PENSION CONSULTING | I2I FINANCIAL | HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY IBG FINANCIAL PARTNERS | HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY BAYSTATE FIDUCIARY ADVISORS | HUB RETIREMENT AND WEALTH MANAGEMENT, A DIVISION OF HUB INTERNATIONAL | HUB RETIREMENT AND WEALTH MANAGEMENT FORMERLY EPSTEIN FINANCIAL SERVICES | HUB RETIREMENT AND WEALTH MANAGEMENT | HUB RETIREMENT AND PRIVATE WEALTH, A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED | HOLDEN & COMPANY RETIREMENT PARTNERS | HILB GROUP RETIREMENT SERVICES | HERITAGE WEALTH MANAGEMENT GROUP, LLC | HERITAGE WEALTH MANAGEMENT GROUP, A DIVISION OF HUB RETIREMENT & WEALTH MANAGEMENT | HERITAGE WEALTH MANAGEMENT GROUP | HEFFERNAN RETIREMENT SERVICES | HEFFERNAN INVESTMENT MANAGEMENT | HEFFERNAN FINANCIAL SERVICES | HEFFERNAN FINANCIAL | HB RETIREMENT | HAYS INVESTMENT ADVISORS | HAYS FINANCIAL GROUP | HARGRAVE FIDUCIARY ADVISORS | GUS BATES INSURANCE & INVESTMENTS, A DIVISION OF HUB INTERNATIONAL TEXAS, INC. | GRP FINANCIAL CALIFORNIA, LLC | GRP FINANCIAL | GRP | GPS INVESTMENT ADVISORS | GOLDEN CORNER WEALTH ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | GOLDBERG, CLOUSE & EDGELL | GLOBAL RETIREMENT PARTNERS LLC | GBS RETIRE | GARNETT RETIREMENT GROUP, A DIVISION OF HUB INTERNATIONAL CAROLINAS | FRS CAPITAL MANAGEMENT | FRS ADVISORS | FRANKLIN FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | FOCUSED FINANCIAL STRATEGIES | FITLIFE RETIREMENT | FINANCIAL PARTNERS ADVISORY GROUP | FINANCIAL PARTNERS | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT NORCAL | FAIM NORCAL | EXUDE FRS | EPIC RETIREMENT SERVICES CONSULTING A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED | EDD HOLDER AND ASSOCIATES | EAGLE RETIREMENT AND FINANCIAL ADVISORS, LLC | DWC WEALTH ADVISORS | DUVAL RETIREMENT ADVISORS | DOUGLAS R. PEETE & ASSOCIATES | DIRECT ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENTO | DIETZ & LYNCH CAPITAL | DIAMOND CAPITAL WEALTH MANAGEMENT GROUP | DFG 401(K) ADVISORS | CSI ADVISORY SERVICES | CREATIVE FINANCIAL STRATEGIES | CONOVER CAPITAL MANAGEMENT | CONNOR & GALLAGHER ONESOURCE | COMPASS RETIREMENT SERVICES | CHAPPELLE CONSULTING GROUP | CDS WEALTH MANAGEMENT | CASWELL ADVISORS | BURKHART INVESTMENT GROUP | BRYSON WEALTH MANAGEMENT | BLS WEALTH MANAGEMENT | BLACK BOX PENSION ADVOCATES LLC | BJORK ASSET MANAGEMENT | BHS FINANCIAL SERVICES | BENEFIT PARTNERS FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | BEH COMPANY, LLC | BCG RETIREMENT CONSULTANTS | BCG 401(K) ADVISORS | BAYSTATE FIDUCIARY ADVISORS | ASSURED PARTNERS FINANCIAL ADVISORS | ARDEA FIDUCIARY ADVISORS | ANDERSON FINANCIAL | ALPHA PENSION GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | ALPHA PENSION GROUP | ALCALA WEALTH MANAGEMENT | AFS 401(K) RETIREMENT SERVICES | AEGIS RETIREMENT GROUP | ADVIZRS | ACHIEVE RETIREMENT | A + T WEALTH MANAGEMENT...
CRD#: 172011 / SEC#: 801-80074
RIA
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Contact information
Main Address
4340 Redwood Highway Suite B-60, San Rafael, CA 94903
Mailing Address
Phone number
(415) 526-2753
Established
Firm type
Fiscal year end
# of Employees
448
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 30,235 |
| AUM (Assets Under Management) | $ 143,416,430,435 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GLOBAL RETIREMENT PARTNERS LLC
CRD#: 172011Menlo Park, CA 94025TRUST BUT VERIFY
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