Howard Nevins Bienenfeld | Financial Professional | Fort Lauderdale, Florida | GLOBAL RETIREMENT PARTNERS LLC

Professional summary

Howard Nevins Bienenfeld is a registered financial advisor currently at GLOBAL RETIREMENT PARTNERS LLC located in Fort Lauderdale, Florida and LPL FINANCIAL LLC located in Ft Lauderdale, Florida.

Howard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1976. Howard has worked at 7 firms and has passed the Series 63, Series 6TO, Series 22TO, SIE and Series 1 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) 08/21/2023 - HUB RETIREMENT & WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023 2) 08/21/2023 - BLS, A DIV OF HUB RETIREMENT & WEALTH MGMT - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023 3) 08/11/2023 - HUB INTERNATIONAL - Outside/W-2 Employment - Non-Inv Rel - At Reported Business Location(s) - Start: 10/2023 4) 08/11/2023 - BLS WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023 5) 08/11/2023 - BLS wealth Management - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 10/2023 6) 11/1/2023: BLS, A DIV OF HUB RETIREMENT & WEALTH MGMT; At reported business location(s); Registered Investment Advisor DBA; Inv. related; start date 10/23/2023; 160hrs/mo.; 8hrs. during trading. 7) 11/1/2023: BLS WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Inv. related; start date 10/23/2023; 160hrs/mo.; 8hrs. during trading. 8) 11/1/2023: GLOBAL RETIREMENT PARTNERS; At reported business location(s); Registered Investment Advisor Hybrid; Inv. related; start date 10/23/2023; 160hrs/mo.; 8hrs. during trading; I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 10/2023. 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. 9) 11/1/2023: HuB RETIREMENT & WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Inv. related; start date 10/23/2023; 160hrs/mo.; 8hrs. during trading. 10) 08/15/2024 - HUB INTERNATIONAL INVESTMENT SERVICES INC. - Other - Accomidation Broker Dealer - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 0 Hours Per Month/ During Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Howard Nevins Bienenfeld'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

October 30, 2023 - Present

GLOBAL RETIREMENT PARTNERS LLC

Office #1: 1000 Corporate Drive, Suite 600, Fort Lauderdale, FL 33334

RIA

CRD#: 172011

Fort Lauderdale, FL

Current

October 30, 2023 - Present

LPL FINANCIAL LLC

Office #1: 1000 Corporate Dr Ste 600, Ft Lauderdale, FL 33334

RIA

BD

CRD#: 6413

Ft Lauderdale, FL

Current

June 2, 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

February 2, 2004 - September 6, 2005

FAMILY WEALTH COUNSELORS, INC.

RIA

CRD#: 126098

FORT LAUDERDALE, FL

Past

March 25, 1991 - November 1, 2023

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

FORT LAUDERDALE, FL

Past

November 3, 1982 - November 1, 2023

MML INVESTORS SERVICES, LLC

BD

CRD#: 10409

FORT LAUDERDALE, FL

Past

November 5, 1981 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD

CRD#: 2682

Past

December 17, 1976 - October 29, 1983

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD

CRD#: 2580

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

Arizona
(10/30/2023)

RR

California
(10/30/2023)

IAR

California
(10/31/2023)

RR

Colorado
(10/30/2023)

RR

Connecticut
(10/30/2023)

IAR

Connecticut
(11/24/2023)

RR

Florida
(10/30/2023)

IAR

Florida
(11/21/2023)

RR

Georgia
(10/31/2023)

RR

Indiana
(10/31/2023)

RR

Kentucky
(10/30/2023)

RR

Maryland
(10/30/2023)

RR

Nevada
(10/30/2023)

RR

New Jersey
(10/30/2023)

IAR

New Jersey
(10/31/2023)

RR

New York
(10/30/2023)

IAR

New York
(11/21/2023)

RR

North Carolina
(10/30/2023)

RR

Ohio
(10/30/2023)

RR

Pennsylvania
(10/30/2023)

RR

South Carolina
(10/30/2023)

RR

Tennessee
(10/30/2023)

RR

Texas
(10/30/2023)

IAR

Texas
(10/30/2023)

RR

Virginia
(10/30/2023)

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

RR

Series 63

Date: 10/3/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

RR

Series 22TO

Date: 1/2/2023

Direct Participation Programs Representative Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 1

Date: 12/13/1976

Registered 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

Howard N. Bienenfeld

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Howard Nevins Bienenfeld's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

HUB INTERNATIONAL INVESTMENT SERVICES INC.

FAMILY WEALTH COUNSELORS, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Primary Firm SEC Registration

GLOBAL RETIREMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/3/2000

Series 6TO

Date: 1/2/2023

Series 22TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 1

Date: 12/13/1976

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

TRUST BUT VERIFY

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