Anthony
Madera

Gallagher Fiduciary Advisors, LLC

CRD#2301913
Investment Advisor
in Mount Laurel, NJ

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About this Advisor

Anthony Madera is a financial advisor operating out of Mount Laurel, New Jersey who has 1 year of relevant experience. Madera is currently employed by Gallagher Fiduciary Advisors, LLC. Over the course of their career, they have held roles at Triad, Kestra, Gallagher Fiduciary Advisors, LLC and Nfp Securities Inc. Madera holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey. Gallagher Fiduciary Advisors, LLC is a business that has its headquarters in Rolling Meadows, IL. It has offices in 25 locations and a total of 134 financial advisors. It handles $7 billion in total assets among its 113 customer accounts, placing it among the biggest firms in the United States by assets under management. Gallagher Fiduciary Advisors, LLC performs a broad set of services, such as portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees vary depending on which services the firm provides the client. However, fee types charged by Gallagher Fiduciary Advisors, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

4000 Midlantic Dr., Ste. 300
Mount Laurel, NJ 08054

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Gallagher Fiduciary Advisors, LLC Brokerage Details

Total Assets Under Management

$6,543,290,721

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

134

NJ Average: 44
Total Number of Accounts

113

NJ Average: 2,564
Average Account Size

$57,905,228

NJ Average: $2,603,165

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Anthony Madera Work History

Anthony has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Triad

2022 - Present (2 years)

Gallagher Fiduciary Advisors, LLC

2017 - 2022 (5 years)

Kestra

2007 - 2022 (15 years)

Kestra

2007 - 2022 (15 years)

Nfp Securities Inc

*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 Anthony Madera 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

Barton Kershner
Rockville, MD
Kathy Seimet
Bloomfield Hills, MI
Stephen Mann
Rolling Meadows, IL
Shawn Aulenbach
Boston, MA
Douglas Feltz
Carmel, IN
William Deyoung
East Hartford, CT
Ryan Olson
Dallas, TX
Christopher Wolff
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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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.

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