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RIA / WealthAdvisor16 years in industry

Douglas Igel

Advisor at GALLAGHER FIDUCIARY ADVISORS, LLC

Irvine, CA

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Search this name across graphsid dfx:ria:0be40085-764f-fd93-418e-5eb413703cef

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Apr 20, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GALLAGHER FIDUCIARY ADVISORS, LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 19, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66|S65
First exam: Apr 19, 2010
First registration: Apr 20, 2010
Dual registered: no
Other names: DOUGLAS ALAN IGEL
IAPD individual key: 2620848

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GALLAGHER FIDUCIARY ADVISORS, LLC	Institutional manager	Oct 1, 2025	n/a	yes	Irvine, CA	Current employment
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Nov 12, 2023	Oct 6, 2025	no	Irvine, CA\|SAN RAFAEL, CA	Previous registration
THE BALDWIN GROUP WEALTH ADVISORS, LLC	Other adviser	Dec 16, 2022	Aug 18, 2023	no	TAMPA, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 5, 2019	Nov 29, 2022	no	NEWPORT BEACH, CA	Previous registration
BEACON POINTE ADVISORS, LLC	Independent wealth	Mar 23, 2016	Nov 5, 2019	no	NEWPORT BEACH, CA	Previous registration
PRECEPT ADVISORY GROUP LLC	Former SEC adviser	Apr 20, 2010	Mar 4, 2016	no	IRVINE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GLOBAL RETIREMENT PARTNERS LLC	GALLAGHER FIDUCIARY ADVISORS, LLC	Oct 6, 2025	Oct 1, 2025	-5	Firm change	Other
THE BALDWIN GROUP WEALTH ADVISORS, LLC	GLOBAL RETIREMENT PARTNERS LLC	Aug 18, 2023	Nov 12, 2023	86	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	THE BALDWIN GROUP WEALTH ADVISORS, LLC	Nov 29, 2022	Dec 16, 2022	17	Firm change	Other
BEACON POINTE ADVISORS, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 5, 2019	Nov 5, 2019	0	Firm change	RIA to wirehouse
PRECEPT ADVISORY GROUP LLC	BEACON POINTE ADVISORS, LLC	Mar 4, 2016	Mar 23, 2016	19	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
172011:146509:CA:2025-10-06	Oct 6, 2025	Oct 1, 2025	SAN RAFAEL, CA	Firm change

Relationships

Registered with (6)

→ GALLAGHER FIDUCIARY ADVISORS, LLCRegistered adviserregistration: current employment
Oct 1, 2025 to presentfactForm ADV
→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: previous registration
Nov 12, 2023 to Oct 6, 2025factForm ADV
→ THE BALDWIN GROUP WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 16, 2022 to Aug 18, 2023factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 5, 2019 to Nov 29, 2022factForm ADV
→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 23, 2016 to Nov 5, 2019factForm ADV
→ PRECEPT ADVISORY GROUP LLCRegistered adviserregistration: previous registration
Apr 20, 2010 to Mar 4, 2016factForm ADV

Dated events

Occurred
Oct 6, 2025
Advisor changed firm
Douglas Igel left Global Retirement Partners Llc for Gallagher Fiduciary Advisors, Llc (registered 2025-10-01)
Form ADVobserved 4 days ago
Occurred
Aug 18, 2023
Advisor changed firm
Douglas Igel left The Baldwin Group Wealth Advisors, Llc for Global Retirement Partners Llc (registered 2023-11-12)
Form ADVobserved 4 days ago
Occurred
Nov 29, 2022
Advisor changed firm
Douglas Igel left Merrill Lynch, Pierce, Fenner & Smith Incorporated for The Baldwin Group Wealth Advisors, Llc (registered 2022-12-16)
Form ADVobserved 4 days ago