William
Deyoung
Gallagher Fiduciary Advisors, LLC
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About this Advisor
William Deyoung is a financial advisor based in East Hartford, Connecticut, working with Gallagher Fiduciary Advisors, LLC. William has previously held positions at Mml Distributors, LLC, Massachusetts Mutual Life Insurance Company, Usi Securities, Inc, Usi Consulting Group, Inc, Traid Advisors Inc, Gallagher Fiduciary Advisors, LLC, and Kestra Financial, Inc. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, William is part of Gallagher Fiduciary Advisors, LLC, which operates out of East Hartford, Connecticut. The firm has 45 offices and 211 employees. The firm manages assets totaling $10.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Gallagher Fiduciary Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gallagher Fiduciary Advisors, LLC Brokerage Details
$10,243,478,622
211
4,100
$2,498,409
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
William Deyoung Work History
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
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
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