Donald
Leese
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Donald Leese is a financial advisor operating out of Baton Rouge, Louisiana with 1 year of relevant experience. Leese is on the advisory team at Gallagher Fiduciary Advisors, LLC. Over the course of their career, they have held roles at Gallagher Benefit Services, Nfp Advisor Services, LLC, Kestra Financial Services, Inc, Triad Advisors and Gallagher Fiduciary Advisors, LLC. Leese maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Louisiana and Texas. Gallagher Fiduciary Advisors, LLC is a registered investment business that has its headquarters in Rolling Meadows, IL. The company has offices in 25 locations and a total of 134 financial advisors. It oversees $7 billion in assets among its 113 client accounts, making it one of the biggest financial advisory firms in the nation 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. Fees for financial advisory services typically vary depending on the type of financial services offered. However, fees charged by Gallagher Fiduciary Advisors, LLC may include 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
Donald Leese Work History
Donald has been registered as a financial advisor for 1 years.*
Triad Advisors
Gallagher Fiduciary Advisors, LLC
Kestra Financial Services, Inc
Gallagher Benefit Services
Nfp Advisor Services, LLC
*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 Donald Leese 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
Rockville, MD
Rolling Meadows, IL
Carmel, IN
Dallas, TX
Boston, MA
Mount Laurel, NJ
East Hartford, CT
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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