David
Fenelon
Gallagher Fiduciary Advisors, LLC
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About this Advisor
David Fenelon is a financial advisor based in Latham, New York, working with Gallagher Fiduciary Advisors, LLC. David has previously held positions at Nfp Securities, Inc, Kestra Investment Services, LLC, Kestra Advisory, LLC, Gallagher Benefit Services, and Triad Advisors. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, David is part of Gallagher Fiduciary Advisors, LLC, which operates out of Latham, New York. 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
David Fenelon Work History
Triad Advisors
Gallagher Benefit Services
Kestra Investment Services, LLC
Kestra Advisory, LLC
Nfp Securities, Inc
Disclosures
Please visit the SEC profile of David Fenelon 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
Dallas, TX
Boston, MA
Houston, TX
Boston, MA
Boston, MA
Boston, MA
Rolling Meadows, IL
Charlotte, NC
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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.
