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VC

Victor Calatrava

GALLAGHER FIDUCIARY ADVISORS
Jacksonville, FL 32202
Some features on this profile are disabled
CRD#: 4244008
VC

Professional summary

Victor Calatrava is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Jacksonville, Florida and OSAIC WEALTH, INC. located in Jacksonville, Florida.

Victor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Victor has worked at 9 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 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 Victor Calatrava'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

January 13, 2026 - Present

GALLAGHER FIDUCIARY ADVISORS, LLC

Office #1: 501 Riverside Avenue, Jacksonville, FL 32202
RIA
CRD#: 146509
Jacksonville, FL
Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 501 Riverside Avenue, Jacksonville, FL 32202
RIA
BD
CRD#: 23131
Jacksonville, FL
Past

April 8, 2022 - August 23, 2024

TRIAD ADVISORS LLC

BD
CRD#: 25803
Jacksonville, FL
Past

February 1, 2021 - March 31, 2022

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Jacksonville, FL
Past

February 25, 2020 - February 5, 2021

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Jacksonville, FL
Past

April 6, 2015 - December 5, 2019

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

February 3, 2014 - December 26, 2014

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
JACKSONVILLE, FL
Past

November 23, 2011 - November 25, 2013

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
JACKSONVILLE, FL
Past

May 22, 2008 - October 4, 2011

ADP BROKER-DEALER, INC.

BD
CRD#: 37693
ROSELAND, NJ
Past

November 28, 2000 - May 6, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
JACKSONVILLE, FL
Past

November 9, 2000 - May 6, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
JACKSONVILLE, FL

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".
GF
GALLAGHER FIDUCIARY ADVISORS, LLC
COMPASS POINT RETIREMENT PLANNING | YANNI PARTNERS, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | RIVERS INVESTMENT GROUP | KUSSKE FINANCIAL MANAGEMENT | INVESTAR ASSET MANAGEMENT | INDEPENDENT FIDUCIARY SERVICES, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | GBS INVESTMENT CONSULTING, LLC | GALLAGHER INVESTMENTS | GALLAGHER FIDUCIARY ADVISORS, LLC | FLAGSTONE WEALTH MANAGEMENT | FINANCIAL CONSULTANTS OF AMERICA

CRD#: 146509 / SEC#: 801-68868

RIA
Registered Investment Advisory firm - (3/17/2008 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(8/23/2024)
RR
California
(8/23/2024)
RR
Florida
(8/23/2024)
IAR
Florida
(1/13/2026)
RR
Georgia
(8/23/2024)
RR
Kansas
(8/23/2024)
RR
Tennessee
(8/23/2024)
RR
Texas
(8/23/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/31/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/27/2002
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/19/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/8/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 3/20/2006
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 3/16/2006
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA

Current Firm

GF
GALLAGHER FIDUCIARY ADVISORS, LLC
COMPASS POINT RETIREMENT PLANNING | YANNI PARTNERS, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | RIVERS INVESTMENT GROUP | KUSSKE FINANCIAL MANAGEMENT | INVESTAR ASSET MANAGEMENT | INDEPENDENT FIDUCIARY SERVICES, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | GBS INVESTMENT CONSULTING, LLC | GALLAGHER INVESTMENTS | GALLAGHER FIDUCIARY ADVISORS, LLC | FLAGSTONE WEALTH MANAGEMENT | FINANCIAL CONSULTANTS OF AMERICA

CRD#: 146509 / SEC#: 801-68868

RIA
Registered Investment Advisory firm - (3/17/2008 Approved)
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Contact information

Main Address
2850 Golf Road, Rolling Meadows, IL 60008
Mailing Address
Phone number
(212) 330-1011
Established
Firm type
Fiscal year end
# of Employees
221

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FOR GALLAGHER FIDUCIARY ADVISORS, LLC FOR RETAIL CLIENTS (4/22/2025)
FORM ADV PART 2A FOR GALLAGHER FIDUCIARY ADVISORS, LLC FOR INSTITUTIONAL CLIENTS (4/22/2025)

Regulatory assets under management

Total Number of Accounts5,754
AUM (Assets Under Management)$ 180,614,282,519

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.

Company Information

GALLAGHER FIDUCIARY ADVISORS, LLC

CRD#: 146509Jacksonville, FL 32202

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