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
Andrew Robert Torelli
Chartered Financial Consultant
Feed of 09/15/2026
At current firm
0 y
since Aug 10, 2026
In the industry
31 y
since Dec 9, 1994 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Global Retirement Partners LLC institutional currentsince Aug 10, 2026 · Irvine, Ca
- Gallagher Fiduciary Advisors, LLC institutionalApr 14, 2022 to Jul 28, 2026 · Irvine, Ca
- Kestra Advisory Services, LLC BD affiliatedApr 20, 2016 to Mar 31, 2022 · Newport Beach, Ca
- Nfp Advisor Services, LLC formerFeb 19, 2015 to Sep 22, 2016 · Austin, Tx
- Osaic Wealth, Inc. BD affiliatedJul 8, 2013 to Feb 24, 2015 · Scottsdale, Az
- Walnut Street Securities, Inc. formerDec 8, 2009 to Jul 12, 2013 · Newport Beach, Ca
Moves
a registration end followed by a registration begin elsewhere
- Gallagher Fiduciary Advisors, LLC to Global Retirement Partners LLCleft Jul 28, 2026, registered Aug 10, 2026 (13 days) · Other
- Kestra Advisory Services, LLC to Gallagher Fiduciary Advisors, LLCleft Mar 31, 2022, registered Apr 14, 2022 (14 days) · corporate re-registration, not a move
- Nfp Advisor Services, LLC to Kestra Advisory Services, LLCleft Sep 22, 2016, registered Apr 20, 2016 (-155 days) · corporate re-registration, not a move
- Osaic Wealth, Inc. to Nfp Advisor Services, LLCleft Feb 24, 2015, registered Feb 19, 2015 (-5 days) · Other
- Walnut Street Securities, Inc. to Osaic Wealth, Inc.left Jul 12, 2013, registered Jul 8, 2013 (-4 days) · corporate re-registration, not a move
Signals
- Andrew Robert Torelli left Gallagher Fiduciary Advisors, Llc for Global Retirement Partners Llc (registered 2026-08-10)Jul 28, 2026 · 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
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address