Robert
Bazan
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Robert Bazan is a financial advisor based in Houston, Texas, working with Gallagher Fiduciary Advisors, LLC. Robert has previously held positions at Aig Capital Services, Inc, American International Group, American General Life Insurance, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities, LLC, Frost Brokerage Services, Triad Advisors, Gallagher Fiduciary Advisors, LLC, Gallagher Benefit Services, Inc, and Frost Bank. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Robert is part of Gallagher Fiduciary Advisors, LLC, which operates out of Houston, Texas. 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
Robert Bazan Work History
Triad Advisors
Gallagher Fiduciary Advisors, LLC
Gallagher Benefit Services, Inc
Frost Brokerage Services
Frost Bank
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities, LLC
Aig Capital Services, Inc
American International Group
American General Life Insurance
Disclosures
Please visit the SEC profile of Robert Bazan 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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