William
Deyoung
Gallagher Fiduciary Advisors, LLC
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About this Advisor
William Deyoung is a financial advisor working out of East Hartford, Connecticut with a total of 1 year of relevant experience. Deyoung is an advisor for Gallagher Fiduciary Advisors, LLC. Over the course of their career, they have held roles at Mml Distributors, LLC, Massachusetts Mutual Life Insurance Company, Usi Securities, Inc, Usi Consulting Group, Inc, Kestra Financial, Inc, Traid Advisors Inc and Gallagher Fiduciary Advisors, LLC. Deyoung maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Connecticut. Gallagher Fiduciary Advisors, LLC is a financial advisory business that has its headquarters in Rolling Meadows, IL. The investment advisory business has offices in 25 locations and a total of 134 people on staff. It oversees $7 billion in assets between its 113 customer accounts, placing it among the largest firms in the United States by assets under management. The advisory firm offers a number of services, including portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules usually are based on the services. Fees charged by Gallagher Fiduciary Advisors, LLC may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gallagher Fiduciary Advisors, LLC Brokerage Details
$6,543,290,721
134
113
$57,905,228
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
William Deyoung Work History
William has been registered as a financial advisor for 1 years.*
Traid Advisors Inc
Gallagher Fiduciary Advisors, LLC
Kestra Financial, Inc
Usi Securities, Inc
Usi Consulting Group, Inc
Mml Distributors, LLC
Massachusetts Mutual Life Insurance Company
*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 William Deyoung 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 Gallagher Fiduciary Advisors, LLC
Bloomfield Hills, MI
Carmel, IN
East Hartford, CT
Rockville, MD
Boston, MA
Dallas, TX
Rolling Meadows, IL
Mount Laurel, NJ
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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