Curtis
Morrow

Gallagher Fiduciary Advisors, LLC

CRD#1015757
Investment Advisor
in Dublin, OH

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About this Advisor

Curtis Morrow is a certified financial planner and chartered financial consultant based in Dublin, Ohio with 1 year of industry experience. Morrow works at Gallagher Fiduciary Advisors, LLC. Throughout their career, Morrow has worked at Morgan Stanley/Adecco, Nfp Advisor Services, LLC, Kestra Financial Services, Inc, Triad Advisors and Gallagher Fiduciary Advisors, LLC. Morrow maintains a Series 63 license, qualifying them as a securities broker, and can serve investors in Ohio. Gallagher Fiduciary Advisors, LLC is an advisory company operating out of Rolling Meadows, IL. The company has offices in 25 locations and a total of 134 financial advisors. It handles $7 billion in assets among its 113 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides a diverse set of services, such as portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules usually depend on which services are provided. However, fees billed by Gallagher Fiduciary Advisors, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

545 Metro Place South, Ste. 150
Dublin, OH 43017

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Gallagher Fiduciary Advisors, LLC Brokerage Details

Total Assets Under Management

$6,543,290,721

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

134

OH Average: 44
Total Number of Accounts

113

OH Average: 2,564
Average Account Size

$57,905,228

OH Average: $2,603,165

Investment Advisory Services

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

Curtis Morrow Work History

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

2022 - Present (2 years)

Triad Advisors

2022 - Present (2 years)

Gallagher Fiduciary Advisors, LLC

2016 - 2022 (6 years)

Kestra Financial Services, Inc

2013 - 2016 (3 years)

Nfp Advisor Services, LLC

2012 - 2013 (1 year)

Morgan Stanley/Adecco

*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 Curtis Morrow 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
William Deyoung
East Hartford, CT
Shawn Aulenbach
Boston, MA
Kathy Seimet
Bloomfield Hills, MI
Christopher Wolff
Mount Laurel, NJ
Stephen Mann
Rolling Meadows, IL
Ryan Olson
Dallas, TX
Douglas Feltz
Carmel, IN

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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