Matthew Andrew Gall

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 10/2023
  Raymond James & Associates
  Chicago, IL
• 10/2023 → Present
  Osaic Wealth, Inc
  Oakbrook Terrace, IL

Previous Registrations

• 2015-10-16 → 2023-11-01
  Raymond James & Associates, Inc.
  Chicago, IL
• 2008-01-01 → 2015-10-22
  Wells Fargo Clearing Services, Llc
  Chicago, IL
• 2004-06-09 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Chicago, IL
  Chicago, IL
  St. Louis, MO
  Chicago, IL
• 2001-02-09 → 2004-06-18
  Citigroup Global Markets Inc.
  Chicago, IL

Other Businesses

1. GCG WEALTH MANAGEMENT LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 10/13/2023 ADDRESS: 1415 Vantage Park Drive, Suite 250, Charlotte NC 28203, United States DESCRIPTION: Wealth management and advisory. 2. GCG ADVISORY PARTNERS LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 10/15/2023 ADDRESS: 1415 Vantage Park Drive, Suite 250, Charlotte NC 28203, United States DESCRIPTION: Wealth Management and Advisory 3. MCDERMOTT GALL WEALTH MANAGEMENT GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 10/15/2023 ADDRESS: 1415 Vantage Park Drive, Suite 250, Charlotte NC 28203, United States DESCRIPTION: Wealth Management and Advisory

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-01
• S63 Uniform Securities Agent State Law Examination
  1996-10-16

Other Names

• Matthew A Gall