Kendall
Storch
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Kendall Storch is a certified financial planner working in Boston, Massachusetts with a total of 1 year of relevant experience. Storch works at Gallagher Fiduciary Advisors, LLC. Throughout their career, they have worked at Lpl Financial Corporation, Independent Financial Partners, Nfp Securities, Inc, Kestra Financial Services, Inc, Gallagher Fiduciary Advisors, LLC and Triad Advisors. Storch has a Series 63 license, qualifying them as a securities broker, and is able to work in Massachusetts. Gallagher Fiduciary Advisors, LLC is a financial advisory business based in Rolling Meadows, IL. It has offices in 25 locations and a total of 134 employees. It administers $7 billion in assets between its 113 client accounts, making it one of the biggest firms in the United States by assets under management. Gallagher Fiduciary Advisors, LLC performs a number of services, including portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules usually vary depending on which services the firm provides the client. However, fee types charged by Gallagher Fiduciary Advisors, LLC most likely 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
Kendall Storch Work History
Kendall has been registered as a financial advisor for 1 years.*
Gallagher Fiduciary Advisors, LLC
Triad Advisors
Kestra Financial Services, Inc
Nfp Securities, Inc
Lpl Financial Corporation
Independent Financial Partners
*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 Kendall Storch 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
Mount Laurel, NJ
East Hartford, CT
Bloomfield Hills, MI
Boston, MA
Rolling Meadows, IL
Carmel, IN
Rockville, MD
Dallas, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
