Edward
Wojton

Gallagher Fiduciary Advisors, LLC

CRD#5636657
Investment Advisor
in Atlanta, GA

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About this Advisor

Edward Wojton is a financial advisor based in Atlanta, Georgia, working with Gallagher Fiduciary Advisors, LLC. Edward has previously held positions at Ing, Ing Financial Advisers LLC, Cvags, LLC D/B/A Clearview Group, Resource Investment Advisors, Voya Life Insurance And Annuity Company, Gallagher Fiduciary Advisors, LLC, and Voya Financial Partners. Edward has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Georgia. Currently, Edward is part of Gallagher Fiduciary Advisors, LLC, which operates out of Atlanta, Georgia. 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

Series 65, Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1050 Crown Pointe Pkwy, Ste. 600
Atlanta, GA 30338

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Gallagher Fiduciary Advisors, LLC Brokerage Details

Total Assets Under Management

$10,243,478,622

GA Average: $6,674,516,078
Total Number of Employees

211

GA Average: 44
Total Number of Accounts

4,100

GA Average: 2,564
Average Account Size

$2,498,409

GA Average: $2,603,165

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

Edward Wojton Work History

2023 - Present (1 year)

Gallagher Fiduciary Advisors, LLC

2021 - 2023 (2 years)

Resource Investment Advisors

2016 - 2021 (5 years)

Cvags, LLC D/B/A Clearview Group

2014 - 2016 (2 years)

Voya Financial Partners

2009 - 2014 (5 years)

Ing Financial Advisers LLC

2007 - 2014 (7 years)

Ing

2007 - 2016 (9 years)

Voya Life Insurance And Annuity Company

Disclosures

Please visit the SEC profile of Edward Wojton 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

Jeffrey Klein
Boston, MA
Douglas Matthews
Cleveland, OH
Adam Miloro
Boston, MA
Amalia Beer
Rolling Meadows, IL
Ryan Olson
Dallas, TX
Kendall Storch
Boston, MA
Shawn Aulenbach
Boston, MA
Andrew Beckett
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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