Donald
Callaghan
Global Strategic Investment Solutions
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About this Advisor
Donald Callaghan is a financial advisor working in Scottsdale, Arizona with a total of 8 years of relevant experience. Callaghan is on the advisory team at Global Strategic Investment Solutions. Throughout their career, they have worked at Retired and Global Strategic Investment Solutions. Callaghan has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Arizona and Texas. Global Strategic Investment Solutions is a financial advisory business operating out of Scottsdale, AZ. It has $1 billion in assets across its 89 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 14 charities and foundations. The company provides a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically depend on which services the firm provides the client. Fee types charged by Global Strategic Investment Solutions typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Strategic Investment Solutions Brokerage Details
$1,241,500,000
5
89
$13,949,438
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Donald Callaghan Work History
Donald has been registered as a financial advisor for 8 years.*
Global Strategic Investment Solutions
Retired
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Donald Callaghan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Global Strategic Investment Solutions
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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