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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

CONAL SATURNO-SANJANA

Advisor at GALLAGHER FIDUCIARY ADVISORS, LLC

Rolling Meadows, IL

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Search this name across graphsid dfx:ria:8a22b852-4baf-b5dd-50c4-c58c15b4dbf0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Jan 11, 2016 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: Mar 27, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S65|S66
First exam: Mar 27, 1997
First registration: Jan 11, 2016
Dual registered: yes, broker-dealer
Other names: CONAL SANJANA
IAPD individual key: 2865852

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	Aug 26, 2026	n/a	yes	Rolling Meadows, IL	Current employment
EDELMAN FINANCIAL ENGINES	Independent wealth	Dec 18, 2024	May 11, 2026	no	Washington, DC\|Fairfax, VA	Previous registration
SPIRE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Sep 28, 2023	Nov 29, 2024	no	McLean, VA	Previous registration
GROVE POINT ADVISORS, LLC	Former SEC adviser	Apr 1, 2021	Sep 13, 2023	no	ROCKVILLE, MD\|ROCKVILLE, MD	Previous registration
H. BECK, INC.	Former SEC adviser	Dec 7, 2016	Apr 1, 2021	no	Rockville, MD	Previous registration
FORESTERS ADVISORY SERVICES, LLC	Former SEC adviser	Jan 11, 2016	Dec 1, 2016	no	SILVER SPRING, MD	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
EDELMAN FINANCIAL ENGINES	GALLAGHER FIDUCIARY ADVISORS, LLC	May 11, 2026	Aug 26, 2026	107	Firm change	Other
SPIRE WEALTH MANAGEMENT, LLC	EDELMAN FINANCIAL ENGINES	Nov 29, 2024	Dec 18, 2024	19	Firm change	Ibd to RIA
GROVE POINT ADVISORS, LLC	SPIRE WEALTH MANAGEMENT, LLC	Sep 13, 2023	Sep 28, 2023	15	Firm change	Ibd to ibd
H. BECK, INC.	GROVE POINT ADVISORS, LLC	Apr 1, 2021	Apr 1, 2021	0	Bulk transfer	Ibd to ibd
FORESTERS ADVISORY SERVICES, LLC	H. BECK, INC.	Dec 1, 2016	Dec 7, 2016	6	Firm change	Other

Relationships

Registered with (6)

→ GALLAGHER FIDUCIARY ADVISORS, LLCRegistered adviserregistration: current employment
Aug 26, 2026 to presentfactForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Dec 18, 2024 to May 11, 2026factForm ADV
→ SPIRE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 28, 2023 to Nov 29, 2024factForm ADV
→ GROVE POINT ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 1, 2021 to Sep 13, 2023factForm ADV
→ H. BECK, INC.Registered adviserregistration: previous registration
Dec 7, 2016 to Apr 1, 2021factForm ADV
→ FORESTERS ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jan 11, 2016 to Dec 1, 2016factForm ADV

Dated events

Occurred
May 11, 2026
Advisor changed firm
Conal Saturno-Sanjana left Edelman Financial Engines for Gallagher Fiduciary Advisors, Llc (registered 2026-08-26)
Form ADVobserved 5 days ago
Occurred
Nov 29, 2024
Advisor changed firm
Conal Saturno-Sanjana left Spire Wealth Management, Llc for Edelman Financial Engines (registered 2024-12-18)
Form ADVobserved 5 days ago
Occurred
Sep 13, 2023
Advisor changed firm
Conal Saturno-Sanjana left Grove Point Advisors, Llc for Spire Wealth Management, Llc (registered 2023-09-28)
Form ADVobserved 5 days ago