Global Strategic Investment Solutions

Global Strategic Investment Solutions (CRD# 175300) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $1,359,224,640 in 359 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ 85258
https://www.linkedin.com/company/gsisus/
By the Numbers
  • Total Assets Under Management
    1,359
    MILLION
  • Total Number of Accounts
    359
    ACCOUNTS
  • Average Account Value
    $3,786,141
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, NC, NY, TX, UT

Financial Advisors at Global Strategic Investment Solutions
Showing 1 - 4 of 4 top financial advisors.
1
Nicholas Botticelli, financial advisor Scottsdale AZ
Nicholas G. Botticelli
CRD#: 6336807
7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ 85258

Nicholas Botticelli (CRD# 6336807) is an Investment Advisor Representative working at Global Strategic Investment Solutions in Scottsdale, AZ and has over 3 years of experience in the finance industry.

2
Donald Callaghan, financial advisor Scottsdale AZ
Donald E. Callaghan
CRD#: 38501
7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ 85258

Donald Callaghan (CRD# 38501) is an Investment Advisor Representative working at Global Strategic Investment Solutions in Scottsdale, AZ and has over 39 years of experience in the finance industry.

3
Curt Thompson, financial advisor Scottsdale AZ
Curt R. Thompson
CRD#: 2609785
7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ 85258

Curt Thompson (CRD# 2609785) is an Investment Advisor Representative working at Global Strategic Investment Solutions in Scottsdale, AZ and has over 28 years of experience in the finance industry.

4
Matthew Underwood, financial advisor Durham NC
Matthew K. Underwood
CRD#: 5907386
1704 Hemlock Hill Dr, Durham, NC 27703

Matthew Underwood (CRD# 5907386) is an Investment Advisor Representative working at Global Strategic Investment Solutions in Durham, NC and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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