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

Conal Saturno-Sanjana

Gallagher Fiduciary Advisors, LLCinstitutionalRolling Meadows, Ildual registrantIAPD 2865852

Feed of 09/14/2026

Also filed as Conal Sanjana

At current firm

0 y

since Aug 26, 2026

In the industry

29 y

since Mar 27, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65, S66

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 Aug 26, 2026 · Rolling Meadows, Il
Edelman Financial Engines independent RIA
Dec 18, 2024 to May 11, 2026 · Washington, Dc
Spire Wealth Management, LLC BD affiliated
Sep 28, 2023 to Nov 29, 2024 · Mclean, Va
Grove Point Advisors, LLC former
Apr 1, 2021 to Sep 13, 2023 · Rockville, Md
H. Beck, Inc. former
Dec 7, 2016 to Apr 1, 2021 · Rockville, Md
Foresters Advisory Services, LLC former
Jan 11, 2016 to Dec 1, 2016 · Silver Spring, Md

Moves

a registration end followed by a registration begin elsewhere

Edelman Financial Engines to Gallagher Fiduciary Advisors, LLC
left May 11, 2026, registered Aug 26, 2026 (107 days) · Other
Spire Wealth Management, LLC to Edelman Financial Engines
left Nov 29, 2024, registered Dec 18, 2024 (19 days) · Affiliated broker-dealer or bank to independent RIA
Grove Point Advisors, LLC to Spire Wealth Management, LLC
left Sep 13, 2023, registered Sep 28, 2023 (15 days) · Affiliated broker-dealer or bank to another
H. Beck, Inc. to Grove Point Advisors, LLC
left Apr 1, 2021, registered Apr 1, 2021 (0 days) · corporate re-registration, not a move
Foresters Advisory Services, LLC to H. Beck, Inc.
left Dec 1, 2016, registered Dec 7, 2016 (6 days) · Other

Signals

Conal Saturno-Sanjana left Edelman Financial Engines for Gallagher Fiduciary Advisors, Llc (registered 2026-08-26)
May 11, 2026 · Advisor changed firm · fact
Conal Saturno-Sanjana left Spire Wealth Management, Llc for Edelman Financial Engines (registered 2024-12-18)
Nov 29, 2024 · Advisor changed firm · fact
Conal Saturno-Sanjana left Grove Point Advisors, Llc for Spire Wealth Management, Llc (registered 2023-09-28)
Sep 13, 2023 · 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: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address