Matthew
Desalvo
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Matthew Desalvo is a financial advisor based in New York, New York, working with Gallagher Fiduciary Advisors, LLC. Matthew has previously held positions at Alliancebernstein, Kantar, Orc International, Keating Co, Student, F3 Logic LLC, F3 Logic, LLC, Independent Financial Group, LLC, Gallagher Fiduciary Advisors, LLC, and Triad Advisors. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and New York. Currently, Matthew is part of Gallagher Fiduciary Advisors, LLC, which operates out of New York, 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
Matthew Desalvo Work History
Gallagher Fiduciary Advisors, LLC
Triad Advisors
F3 Logic LLC
F3 Logic, LLC
Independent Financial Group, LLC
Alliancebernstein
Kantar
Orc International
Keating Co
Student
Disclosures
Please visit the SEC profile of Matthew 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
Charlotte, NC
Dallas, TX
Dallas, TX
Boston, MA
Cleveland, OH
Boston, MA
Houston, TX
Boston, MA
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