Michael John Hamilton

FIDELITY BROKERAGE SERVICES LLC

SMITHFIELD, RI · CRD#

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FIDELITY BROKERAGE SERVICES LLC

SMITHFIELD, RI · CRD#

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FIDELITY BROKERAGE SERVICES LLC

SMITHFIELD, RI · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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FIDELITY BROKERAGE SERVICES LLC

SMITHFIELD, RI · CRD#

Years of Experience

24 years registered in the securities industry

Current & Past Employments

Current

GLOBAL RETIREMENT PARTNERS LLCCurrent·CRD# 172011

RIA

16 Chestnut Street, #101, Foxborough, MA 02035

May 7, 2025 - Present

LPL FINANCIAL LLCCurrent·CRD# 6413

RIA

BD

16 Chestnut St Ste 101, Foxboro, MA 02035

April 28, 2025 - Present

HUB INTERNATIONAL INVESTMENT SERVICES INC.Current·CRD# 150252

BD

900 S Capital Of Tx Highway Suite 350, Austin, TX 78746

April 29, 2025 - Present

Past

LPL FINANCIAL LLCPast·CRD# 6413

BD

Foxboro, MA

January 30, 2025 - March 31, 2025

EDELMAN FINANCIAL ENGINESPast·CRD# 104510

RIA

Easton, MA

May 23, 2011 - February 27, 2023

MML INVESTORS SERVICES, LLCPast·CRD# 10409

BD

Raynham, MA

July 13, 2009 - May 10, 2011

ADVISER INVESTMENTSPast·CRD# 106668

RIA

Newton, MA

April 30, 2007 - January 15, 2009

FIDELITY DISTRIBUTORS COMPANY LLCPast·CRD# 17507

BD

Smithfield, RI

May 19, 2004 - April 9, 2007

QUICK & REILLY, INC.Past·CRD# 11217

BD

New York, NY

June 25, 2003 - April 9, 2004

WADDELL & REEDPast·CRD# 866

BD

Overland Park, KS

January 18, 2002 - May 6, 2003

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FIDELITY BROKERAGE SERVICES LLC

SMITHFIELD, RI · CRD#

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Current Firm

GR

GLOBAL RETIREMENT PARTNERS LLC

CRD#: 172011 / SEC#: 801-80074

RIA

Registered Investment Advisory firm - SEC (7/14/2014 Approved)

Contact Information

Main Address

4340 Redwood Highway Suite B-60, San Rafael, CA 94903

Phone Number

(415) 526-2753

# of Employees

464

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Part 2 Brochures

GLOBAL RETIREMENT PARTNERS, LLC (5/15/2026)

GLOBAL RETIREMENT PARTNERS, LLC ADV 2A (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

33,988

AUM (Assets Under Management)

$169,584,566,299

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FIDELITY BROKERAGE SERVICES LLC

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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 - 04/2025 - HUB INTERNATIONAL - Outside/W-2 Employment - Not Inv Related - 160 Hours/Month - 8 Hours During Trading - MA 02035 - OBA Start Date: 8/9/2024. 2 - 04/2025 - HUB RETIREMENT AND WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 3 - 05/02/2025 -HUB RETIREMENT AND WEAL TH MANAGEMENT - Registered Investment Advisor DBA - Investment Related - At reported business location(s) - Start Date: - 6/24/2024 -160 Hrs/Mth - 8 Hrs During Trading. 4 - 05/02/2025 - GLOBAL RETIREMENT PARTNERS - Registered Investment Advisor Hybrid - Investment Related - At reported business location(s) - Start Date: - 9/13/2024 - 160 Hrs/Mth - 8 Hrs During Trading. - I provide administrative support to Global Retirement Partners, an independent investment advisor firm. I started this business activity in 9/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at�http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

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FIDELITY BROKERAGE SERVICES LLC

SMITHFIELD, RI · CRD#

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

CRD#: 172011 / SEC#: 801-80074

RIA

Registered Investment Advisory firm - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Massachusetts
(4/28/2025)

IAR

Massachusetts
(5/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 2002About the Series 6 exam

FINRA

SRO Registrations

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FIDELITY BROKERAGE SERVICES LLC

SMITHFIELD, RI · CRD#

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Hamilton's CRS (Customer Relationship Summary).

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FIDELITY BROKERAGE SERVICES LLC

SMITHFIELD, RI · CRD#