UBS Financial Services
47yrs
Top advisor by experience in Virginia
43yrs
Steven Dorman
Full name on record: Steven Wayne Dorman
Financial advisor at Global Retirement Partners
Steven Dorman has worked in the financial industry for 43 years and is a fiduciary financial advisor based in McLean, Virginia. After eight years at MML Investors Services and nine years at Washington Financial Group, Steven joined Global Retirement Partners in 2015, a firm offering financial planning, investment management, and retirement plan consulting. Steven holds the ChFC designation.
One of 671 advisors with offices in McLean, and one of 611 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience in McLean
Office8300 Greensboro Drive, Suite 700, McLean, VA 22102
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.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowGlobal Retirement Partners LLCCurrent firm
- 2005 – 2012MML Investors Services, LLCPreviously
- 2003 – 2011Washington Financial Group, Inc.Previously
Contact Steven
(415) 526-2753Firm headquarters in San Rafael, CA. Ask for Steven. 8300 Greensboro Drive, Suite 700McLean, VA 22102Office · Get directions
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Questions to ask Steven
Tailored to Steven’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Steven
How do I contact Steven?
Call Global Retirement Partners at (415) 526-2753 and ask for Steven Dorman. Steven works from the McLean, VA office.
How long has Steven been a financial advisor?
Steven has been in the industry since 1983, about 43 years. Top 1% by experience in McLean.
What licenses does Steven hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
Global Retirement Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Steven 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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