Joseph
Wolff
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Joseph Wolff is a financial advisor based in Charlotte, North Carolina, working with Gallagher Fiduciary Advisors, LLC. Joseph has previously held positions at Gallagher Fiduciary Advisors, LLC, Gallagher Benefit Services, Inc, College, Dick's Sporting Goods, First Serve Management, High School, South Barrington Club, Barrington Area Tennis Association, and Full-Time Education. Joseph has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Joseph is part of Gallagher Fiduciary Advisors, LLC, which operates out of Charlotte, North Carolina. 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
Joseph Wolff Work History
Gallagher Fiduciary Advisors, LLC
Gallagher Benefit Services, Inc
College
Gallagher Benefit Services, Inc
College
Dick'S Sporting Goods
College
First Serve Management
College
High School
South Barrington Club
High School
South Barrington Club
Barrington Area Tennis Association
Full-Time Education
Disclosures
Please visit the SEC profile of Joseph Wolff 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
Dallas, TX
Charlotte, NC
Boston, MA
Boston, MA
Houston, TX
Boston, MA
Dallas, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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