Richard
Desalvo
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Richard Desalvo is a financial advisor based in Whippany, New Jersey, working with Gallagher Fiduciary Advisors, LLC. Richard has previously held positions at Richard Desalvo Consulting, Compass Securities Corporation, F3Logic, LLC, F3 Investment Management, LLC, Independent Financial Group LLC, F3 Logic, LLC, and Gallagher Fiduciary Advisors, LLC. Richard has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, Richard is part of Gallagher Fiduciary Advisors, LLC, which operates out of Whippany, New Jersey. 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
Richard Desalvo Work History
Gallagher Fiduciary Advisors, LLC
Independent Financial Group LLC
Richard Desalvo Consulting
F3 Investment Management, LLC
F3 Logic, LLC
F3Logic, LLC
Compass Securities Corporation
Disclosures
Please visit the SEC profile of Richard Desalvo 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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Cleveland, OH
Houston, TX
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Rolling Meadows, IL
Boston, MA
Dallas, TX
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