Scott
Kelly
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Scott Kelly is a financial advisor working in Madison, Wisconsin who has 1 year of industry experience. Kelly is on the advisory team at Gallagher Fiduciary Advisors, LLC. Over the course of their career, they have held roles at Kelly Financial Inc, Valmark Securities, Inc, Valmark Advisers, Inc, Kestra Financial, Inc, Triad Advisors and Gallagher Fiduciary Advisors, LLC. Kelly has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Wisconsin. Gallagher Fiduciary Advisors, LLC is a registered investment firm based out of Rolling Meadows, IL. The investment advisory business has offices in 25 locations and a total of 134 advisors. It handles $7 billion in assets between its 113 accounts, placing it among the biggest firms in the country by assets under management. Gallagher Fiduciary Advisors, LLC provides a number of services, such as portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules typically are based on the type of services. Fees billed by Gallagher Fiduciary Advisors, LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gallagher Fiduciary Advisors, LLC Brokerage Details
$6,543,290,721
134
113
$57,905,228
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Scott Kelly Work History
Scott has been registered as a financial advisor for 1 years.*
Triad Advisors
Gallagher Fiduciary Advisors, LLC
Kestra Financial, Inc
Valmark Securities, Inc
Valmark Advisers, Inc
Kelly Financial Inc
*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 Scott Kelly 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
Boston, MA
East Hartford, CT
Bloomfield Hills, MI
Rockville, MD
Dallas, TX
Carmel, IN
Mount Laurel, NJ
Rolling Meadows, IL
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