RBC Capital Markets
47yrs
Top advisor by experience in Cleveland
5yrs
Patrick Ilcin
Financial advisor at Global Retirement Partners
Patrick Ilcin is a fiduciary financial advisor in Cleveland, Ohio, with 5 years in the industry. After four years at Wealthspire Retirement Advisory, Patrick joined Global Retirement Partners in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Global Retirement Partners reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 652 advisors with offices in Cleveland, and one of 499 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office950 Main Ave. #1420, Cleveland, OH 44113
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.
Series 65Uniform Investment Adviser Law Examination
Career
- Jul 2025 – nowGlobal Retirement Partners LLCCurrent firm
- 2021 – 2025Wealthspire Retirement AdvisoryPreviously
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 Ilcin. Patrick works from the Cleveland, OH office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Patrick hold?
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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