Donald E. Callaghan
Professional summary
Donald Edward Callaghan MR., who also goes by Donald Edward Callaghan, is a registered financial advisor currently at GLOBAL STRATEGIC NEXTGEN OCIO located in Scottsdale, Arizona.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1973. Donald has worked at 4 firms and has passed the Series 65, Series 63, Series 5, PC and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Donald Edward Callaghan MR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
May 15, 2015 - Present
GLOBAL STRATEGIC NEXTGEN OCIO
Office #1: 7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ 85258March 12, 1991 - June 2, 2009
HIRTLE, CALLAGHAN & CO., LLC
June 1, 1989 - December 31, 1994
SEI INVESTMENTS DISTRIBUTION CO.
December 11, 1973 - July 14, 1988
GOLDMAN SACHS & CO. LLC
Primary Firm SEC Registration
GLOBAL STRATEGIC NEXTGEN OCIO
CRD#: 175300 / SEC#: 801-114835
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/15/2015)
(8/1/2018)
Exams
Series 5
Date: 10/8/1982
Interest Rate Options ExaminationPC
Date: 7/27/1977
AMEX Put and Call ExamSeries 1
Date: 12/6/1973
Registered Representative ExaminationCurrent Firm
GLOBAL STRATEGIC NEXTGEN OCIO
CRD#: 175300 / SEC#: 801-114835
Contact information
SEC notice filing (7 States and Territories)
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.
