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

Shawn Startti

Gallagher Fiduciary Advisors, LLCinstitutionalDallas, TxIA-onlyIAPD 4990756

Feed of 09/14/2026

Also filed as Shawn Startti

At current firm

1 y

since Jul 29, 2025

In the industry

21 y

since Sep 2, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, 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 Jul 29, 2025 · Dallas, Tx
Fisher\Smb institutional
Jul 3, 2024 to Jul 18, 2025 · Carrollton, Tx
Fisher Investments independent RIA
Oct 9, 2020 to Jul 3, 2024 · Plano, Tx
Cambridge Investment Research Advisors, Inc. BD affiliated
May 23, 2019 to Sep 10, 2020 · Southlake, Tx
First Citizens Investor Services, Inc. BD affiliated
Nov 2, 2011 to Apr 25, 2016 · Raleigh, Nc
First Allied Securities, Inc. former
Apr 16, 2010 to Oct 17, 2011 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

Fisher\Smb to Gallagher Fiduciary Advisors, LLC
left Jul 18, 2025, registered Jul 29, 2025 (11 days) · Other
Fisher Investments to Fisher\Smb
left Jul 3, 2024, registered Jul 3, 2024 (0 days) · corporate re-registration, not a move
Cambridge Investment Research Advisors, Inc. to Fisher Investments
left Sep 10, 2020, registered Oct 9, 2020 (29 days) · Affiliated broker-dealer or bank to independent RIA
First Citizens Investor Services, Inc. to Cambridge Investment Research Advisors, Inc.
left Apr 25, 2016, registered May 23, 2019 (1123 days) · Other
First Allied Securities, Inc. to First Citizens Investor Services, Inc.
left Oct 17, 2011, registered Nov 2, 2011 (16 days) · Other

Signals

Shawn Startti left Fisher\Smb for Gallagher Fiduciary Advisors, Llc (registered 2025-07-29)
Jul 18, 2025 · 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: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address