DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Blake Richard Schreck

Global Retirement Partners LLCinstitutionalSandy, Ut dual registrantIAPD 4691253

Feed of 09/15/2026

Also filed as Blake Schreck

At current firm

1 y

since Apr 16, 2025

In the industry

22 y

since Nov 11, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Global Retirement Partners LLC institutional current
since Apr 16, 2025 · Sandy, Ut
Strategic Advisers LLC national BD
Mar 31, 2025 to Apr 4, 2025 · Boston, Ma
Fidelity Personal And Workplace Advisors former
Jul 13, 2018 to Mar 31, 2025 · Boston, Ma
Strategic Advisers LLC national BD
Aug 26, 2008 to Jul 13, 2018 · Salt Lake City, Ut
Morgan Stanley & Co. LLC unclassified
Apr 2, 2007 to Jul 24, 2008 · South Jordan, Ut
Morgan Stanley Dw Inc. unclassified
Nov 3, 2004 to Apr 2, 2007 · Salt Lk Cty, Ut

Moves

a registration end followed by a registration begin elsewhere

Strategic Advisers LLC to Global Retirement Partners LLC
left Apr 4, 2025, registered Apr 16, 2025 (12 days) · Other
Fidelity Personal And Workplace Advisors to Strategic Advisers LLC
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
Strategic Advisers LLC to Fidelity Personal And Workplace Advisors
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
Morgan Stanley & Co. LLC to Strategic Advisers LLC
left Jul 24, 2008, registered Aug 26, 2008 (33 days) · Other
Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLC
left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move

Signals

Blake Richard Schreck left Strategic Advisers Llc for Global Retirement Partners Llc (registered 2025-04-16)
Apr 4, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Institutional managerderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address