Curt R. Thompson

GLOBAL STRATEGIC NEXTGEN OCIO

Scottsdale, AZ 85258

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CRD#: 2609785

Professional summary

Curt Randall Thompson is a registered financial advisor currently at GLOBAL STRATEGIC NEXTGEN OCIO located in Scottsdale, Arizona.

Curt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Curt has worked at 2 firms and has passed the Series 65, Series 3 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curt Randall Thompson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 16, 2018 - Present

GLOBAL STRATEGIC NEXTGEN OCIO

Office #1: 7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ 85258

RIA

CRD#: 175300

Scottsdale, AZ

Past

March 28, 1997 - January 4, 2018

HIRTLE, CALLAGHAN & CO., LLC

RIA

CRD#: 105403

SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GLOBAL STRATEGIC NEXTGEN OCIO

GLOBAL STRATEGIC INVESTMENT SOLUTIONS | GLOBAL STRATEGIC NEXTGEN OCIO | GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC

CRD#: 175300 / SEC#: 801-114835

RIA

Registered Investment Advisory firm - (3/15/2019 Approved)

Arizona

Registered Investment Advisory firm - (3/21/2019 Terminated)

California

Registered Investment Advisory firm - (4/20/2019 Terminated)

Texas

Registered Investment Advisory firm - (3/21/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(2/16/2018)

IAR

Texas
(8/7/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/17/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 10/1/2012

National Commodity Futures Examination

General Industry/Product Exam

Series 2

Date: 4/7/1995

Non-Member General Securities Examination

Current Firm

GLOBAL STRATEGIC NEXTGEN OCIO

GLOBAL STRATEGIC INVESTMENT SOLUTIONS | GLOBAL STRATEGIC NEXTGEN OCIO | GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC

CRD#: 175300 / SEC#: 801-114835

RIA

Registered Investment Advisory firm - (3/15/2019 Approved)

Arizona

Registered Investment Advisory firm - (3/21/2019 Terminated)

California

Registered Investment Advisory firm - (4/20/2019 Terminated)

Texas

Registered Investment Advisory firm - (3/21/2019 Terminated)

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Contact information

Main Address

7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ 85258

Mailing Address

Phone number

(480) 935-2210

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-GLOBAL STRATEGIC INVESTMENT SOLUTIONS (3/27/2025)

Regulatory assets under management

Total Number of Accounts	395
AUM (Assets Under Management)	$ 1,448,494,782

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Curt R. Thompson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curt Randall Thompson's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL STRATEGIC NEXTGEN OCIO

HIRTLE, CALLAGHAN & CO., LLC

Primary Firm SEC Registration

GLOBAL STRATEGIC NEXTGEN OCIO

State Registrations and Notice Filings

Exams

Series 65

Date: 5/17/1995

Series 3

Date: 10/1/2012

Series 2

Date: 4/7/1995

Current Firm

GLOBAL STRATEGIC NEXTGEN OCIO

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLOBAL STRATEGIC NEXTGEN OCIO

TRUST BUT VERIFY

Contact information

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