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.
Donald Edward Callaghan
- Title
- Co-Founder (Retired)reportedgsisus.comfirm site, Sep 15, 2026
- Founder
- “Co-Founder (Retired)”reportedgsisus.comthe sentence on the bio page
- Direct business phone
- 480-216-9788reportedgsisus.comfirm site, Sep 15, 2026
- Professional profile
- gsisus.com/team/donald-callaghanreportedgsisus.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/don-callaghan-6ab328aareportedgsisus.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Global Strategic Nextgen Ocio independent RIA currentsince May 15, 2015 · Scottsdale, Az
- Hirtle & Co., LLC otherMar 12, 1991 to Jun 2, 2009 · West Conshohocken, Pa
- Hirtle & Co., LLC to Global Strategic Nextgen Ocioleft Jun 2, 2009, registered May 15, 2015 (2173 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address