Conal Saturno-Sanjana

Current Employers

Employment History

• 11/2015 → 11/2016
  Foresters Financial Services
  Silver Spring, MD
• 11/2016 → 09/2023
  Grove Point Investments, Llc
  Rockville, MD
• 04/2021 → 09/2023
  Grove Point Advisors, Llc
  Rockville, MD
• 09/2023 → 11/2024
  Spire Investment Partners Llc
  Mclean, VA
• 12/2024 → 04/2026
  Edelman Financial Engines
  Santa Clara, CA
• 04/2026 → Present
  Gallagher Fiduciary Advisors, Llc
  Rolling Meadows, IL
• 08/2026 → Present
  Osaic Wealth
  Scottsdale, AZ

Previous Registrations

• 2024-12-18 → 2026-05-11
  Edelman Financial Engines
  Fairfax, VA
  Washington, DC
• 2023-09-28 → 2024-11-29
  Spire Wealth Management, Llc
  Mclean, VA
• 2021-04-01 → 2023-09-13
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
• 2016-12-07 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
• 2016-01-11 → 2016-12-01
  Foresters Advisory Services, Llc
  Silver Spring, MD

Other Businesses

1. GALLAGHER BENEFITS SERVICES, INC POSITION: Compliance Specialist NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/15/2026 ADDRESS: 2850, Rolling Meadows IL 60008, United States DESCRIPTION: Providing internal compliance and risk guidance 2. GALLAGHER FIDUCIARY ADVISORS, LLC POSITION: Compliance Specialist NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 04/15/2026 ADDRESS: 2850 Golf Road, Rolling Meadows IL 60008, United States DESCRIPTION: Providing internal compliance and risk guidance to Gallagher Fiduciary Advisors, LLC

Exams

• S66 Uniform Combined State Law Examination
  2014-02-18
• S65 Uniform Investment Adviser Law Examination
  2014-01-27
• S63 Uniform Securities Agent State Law Examination
  1997-03-27

Other Names

• Conal Sanjana