Morgan Stanley
45yrs
Top advisor by experience in San Rafael
20yrs
Patrick Morrell
Full name on record: Patrick J Morrell
Financial advisor at Global Retirement Partners
Based in San Rafael, California, Patrick Morrell is a fiduciary financial advisor with 20 years of industry experience. Patrick joined Global Retirement Partners in 2024, after four years at Ingham Retirement Group and three years at LPL Financial. Global Retirement Partners offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 427 advisors with offices in San Rafael, and one of 363 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 62% of advisors nationwide
Office4340 Redwood Highway Suite B-60, San Rafael, CA 94903
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$607,155
Advisors at the firm460
States licensed ?1 state
Services through Global Retirement Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowGlobal Retirement Partners LLCCurrent firm
- 2014 – 2017Ingham Retirement GroupPreviously
- 2012 – 2015LPL Financial LLCPreviously
- 2008 – 2010NRP Advisors, Inc.Previously
- Jan 2007 – Jan 2008NRP Financial, Inc.Previously
- Sep 2006 – Jan 2007NRP Advisors, Inc.Previously
- Aug 2006 – Apr 2007Saggezza Investment Management, LLCPreviously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Global Retirement Partners at 415-526-2753 and ask for Patrick Morrell. Patrick works from the San Rafael, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2006, about 20 years. More experience than 62% of advisors nationwide.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Global Retirement Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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