Global Strategic Nextgen Ocio
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 175300
- SEC number
- 801-114835
- Firm type
- RIA
- Assets under management
- $1.6B as of Apr 1, 2026
- Website
- www.nextgenocio.com ↗
- Phone
- 480-935-2210
- Address
- 7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ, 85258
Advisors at this firm
5 in our index · page 1 of 1
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Nicholas Guido BotticelliCRD 6336807 · Jupiter, FLIA RegisteredDisclosure event(s) on record
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Donald Edward CallaghanCRD 38501 · Scottsdale, AZIA RegisteredDisclosure event(s) on record
-
Tyson Ross KeeneCRD 7898209 · Scottsdale, AZIA RegisteredRegistration inactive
-
Curt Randall ThompsonCRD 2609785 · Scottsdale, AZIA RegisteredDisclosure event(s) on record
-
Matthew Keith UnderwoodCRD 5907386 · Durham, NCIA RegisteredRegistration inactiveDisclosure event(s) on record
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 175300 ↗
FINRA BrokerCheck record for firm CRD 175300 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.