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

Douglas Igel

Gallagher Fiduciary Advisors, LLCinstitutionalIrvine, CaIA-onlyIAPD 2620848

Feed of 09/14/2026

Also filed as Douglas Alan Igel

At current firm

0 y

since Oct 1, 2025

In the industry

16 y

since Apr 19, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Gallagher Fiduciary Advisors, LLC institutional current
since Oct 1, 2025 · Irvine, Ca
Global Retirement Partners LLC institutional
Nov 12, 2023 to Oct 6, 2025 · Irvine, Ca
The Baldwin Group Wealth Advisors, LLC other
Dec 16, 2022 to Aug 18, 2023 · Tampa, Fl
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Nov 5, 2019 to Nov 29, 2022 · Newport Beach, Ca
Beacon Pointe Advisors, LLC independent RIA
Mar 23, 2016 to Nov 5, 2019 · Newport Beach, Ca
Precept Advisory Group LLC former
Apr 20, 2010 to Mar 4, 2016 · Irvine, Ca

Moves

a registration end followed by a registration begin elsewhere

Global Retirement Partners LLC to Gallagher Fiduciary Advisors, LLC
left Oct 6, 2025, registered Oct 1, 2025 (-5 days) · Other · moved with a team
The Baldwin Group Wealth Advisors, LLC to Global Retirement Partners LLC
left Aug 18, 2023, registered Nov 12, 2023 (86 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to The Baldwin Group Wealth Advisors, LLC
left Nov 29, 2022, registered Dec 16, 2022 (17 days) · Other
Beacon Pointe Advisors, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Nov 5, 2019, registered Nov 5, 2019 (0 days) · RIA to wirehouse
Precept Advisory Group LLC to Beacon Pointe Advisors, LLC
left Mar 4, 2016, registered Mar 23, 2016 (19 days) · Other

Signals

Douglas Igel left Global Retirement Partners Llc for Gallagher Fiduciary Advisors, Llc (registered 2025-10-01)
Oct 6, 2025 · Advisor changed firm · fact
Douglas Igel left The Baldwin Group Wealth Advisors, Llc for Global Retirement Partners Llc (registered 2023-11-12)
Aug 18, 2023 · Advisor changed firm · fact
Douglas Igel left Merrill Lynch, Pierce, Fenner & Smith Incorporated for The Baldwin Group Wealth Advisors, Llc (registered 2022-12-16)
Nov 29, 2022 · 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: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address