Trevor Max Brody | Financial Professional | Northbrook, Illinois | GLOBAL RETIREMENT PARTNERS LLC

Professional summary

Trevor Max Brody is a registered financial advisor currently at GLOBAL RETIREMENT PARTNERS LLC located in Northbrook, Illinois and LPL FINANCIAL LLC located in Northbrook, Illinois.

Trevor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Trevor has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 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.

1-09/2022 / HUB RETIREMENTAND WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / Investment Related / Northbrook, IL 2- 10/2022 / HUB INTERNATIONAL / Outside/W-2 Employment / Non Investment Related / Northbrook, IL 60062 / 160 Hrs per month/start date 10/24/2022 3- 01/2004 / Non-Variable Insurance / Investment Related / Northbrook, IL 4- 01/2013 / TREVOR BRODY PHOTOGRAPHY / Other / Non Investment Related / Lake Forest, IL 60045 5-09/21/2022 - GLOBAL RETIREMENT PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 10/24/2022 - 160 Hours Per Month - Time Spent 100% - I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 10/2022. 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. 6-09/21/2022 - HUB RETIREMENTAND WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 10/24/2022 - 160 Hours Per Month - Time Spent 100% 7-12/19/2022 - HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Investment Advisor Representative - Start Date - 10/01/2022 - 40 Hours Per Month/40 Hours During Securities Trading 8-12/23/2022 - Global Retirement Partners, LLC - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 10/01/2022 - 40 Hours Per Month/40 Hours During Securities Trading 9- 04/06/2023 - Helping Hands Network Inc - Not Investment Related -Outside/W-2 Employment - Director of Special Events - Start Date 01/01/2017 - 2 Hours Per Month/ 0 Hours During Securities Trading 10- 12/18/2023- Brokers' Service Marketing Group- Non-Variable Insurance- INV REL- At Reported Business Location(s)- Start Date10/10/2023- 1 Hour Per Month/ During Trading 11- 06/21/2024 - HUB International Investment Services Inc - Inv Related - At Reported Business Location(s) - Other - Accommodation Broker Dealer - Started: 6/17/2024 - 0 Hrs/Mo. 12) 03/10/2025 - Ultimate Ninjas Academy - Deerfield - Not Investment Related - Outside/W-2 Employment - Deerfield, IL - Start Date:02/20/2025 - 5 Hrs/Mth - 0 Hrs During Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Max Brody's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 19, 2022 - Present

GLOBAL RETIREMENT PARTNERS LLC

Office #1: 707 Skokie Blvd., Suite 400, Northbrook, IL 60062

RIA

CRD#: 172011

Northbrook, IL

Current

September 19, 2022 - Present

LPL FINANCIAL LLC

Office #1: 707 Skokie Blvd Ste 400, Northbrook, IL 60062

RIA

BD

CRD#: 6413

Northbrook, IL

Current

August 19, 2025 - Present

HUB INTERNATIONAL INVESTMENT SERVICES INC.

Office #1: 9200 Ward Parkway, Suite 500, Kansas City, MO 64114

BD

CRD#: 150252

Kansas City, MO

Past

September 8, 2022 - September 22, 2022

CETERA ADVISORS LLC

BD

CRD#: 10299

Northbrook, IL

Past

November 12, 2020 - September 22, 2022

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

NORTHBROOK, IL

Past

July 2, 2012 - November 12, 2020

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

DEERFIELD, IL

Past

September 2, 2008 - July 2, 2012

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

Northbrook, IL

Past

March 14, 2006 - September 8, 2022

FIRST ALLIED SECURITIES, INC.

BD

CRD#: 32444

Northbrook, IL

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 - (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

Colorado
(11/8/2022)

RR

Florida
(9/19/2022)

RR

Illinois
(9/19/2022)

IAR

Illinois
(9/19/2022)

RR

Indiana
(9/19/2022)

RR

Nevada
(11/8/2022)

RR

Ohio
(9/19/2022)

RR

Texas
(5/22/2023)

RR

Wisconsin
(11/8/2022)

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

State Security Law Exam

IAR

Series 65

Date: 7/30/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

RR

Series 63

Date: 4/25/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 6

Date: 3/13/2006

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

RR

FINRA

Current Firm

GR

GLOBAL RETIREMENT PARTNERS LLC

CRD#: 172011 / SEC#: 801-80074

RIA

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

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GLOBAL RETIREMENT PARTNERS, LLC ADV 2A (3/31/2025)

GLOBAL RETIREMENT PARTNERS, LLC (3/31/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Trevor M. Brody

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Max Brody's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

HUB INTERNATIONAL INVESTMENT SERVICES INC.

CETERA ADVISORS LLC

CETERA INVESTMENT ADVISERS LLC

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

Primary Firm SEC Registration

GLOBAL RETIREMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/30/2008

Series 63

Date: 4/25/2006

SIE

Date: 10/1/2018

Series 6

Date: 3/13/2006

FINRA

Current Firm

GLOBAL RETIREMENT PARTNERS LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLOBAL RETIREMENT PARTNERS LLC

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