Charles David Epstein is an investment adviser representative (IAR) with state registration records since 2006, appearing at 3 firms. Currently registered with GLOBAL RETIREMENT PARTNERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 2021-06-07 | present | Yes |
| MML INVESTORS SERVICES, LLC | 2009-10-26 | 2021-06-04 | — |
| EPSTEIN FINANCIAL SERVICES | 2006-04-21 | 2021-12-06 | — |