Andrew Robert Torelli

Current Employers

Employment History

• 04/2016 → 03/2022
  Kestra Advisory Services, Llc
  Austin, TX
• 02/2015 → 03/2022
  Kestra Investment Services, Llc
  Austin, TX
• 03/2022 → 08/2024
  Triad
  Norcross, GA
• 04/2022 → 08/2024
  Gallagher Fiduciary Advisors, Llc
  Irvine, CA
• 08/2024 → 07/2026
  Osaic Wealth, Inc.
  Irvine, CA
• 08/2026 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2022-04-14 → 2026-07-28
  Gallagher Fiduciary Advisors, Llc
  Irvine, CA
  Irvine, CA
• 2016-04-20 → 2022-03-31
  Kestra Advisory Services, Llc
  Newport Beach, CA
  Irvine, CA
  Austin, TX
• 2015-02-19 → 2016-09-22
  Kestra Investment Services, Llc
  Austin, TX
  Newport Beach, CA
  Irvine, CA
• 2013-07-08 → 2015-02-24
  Osaic Wealth, Inc.
  Scottsdale, AZ
  Newport Beach, CA
• 2009-12-08 → 2013-07-12
  Walnut Street Securities, Inc.
  Newport Beach, CA

Other Businesses

1) Stonebridge Homeowners Association; not investment related; 300 Carriage Way, Snowmass, CO 81615; Board Position; Board of Directors for Stonebridge Inn HOA; 1/1/2000; 2 hrs/month; 1 hr during trading; Provide guidance and leadership with Association issues. 2) BUILD; Not Investment Related; 900 Jefferson Ave., Box Bldg A, 5th Floor, Redwood City, CA 94063; Board Member - Partnering with schools in disadvantaged areas to help kids graduate; 10/01/2013; 1 hour/month; 0 hr during trading hours; Partnering with schools in disadvantaged areas to help kids graduate

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-18
• S63 Uniform Securities Agent State Law Examination
  1994-12-09

Designations