William Michael Deyoung

Employer firm

Gallagher Fiduciary Advisors, LLC CRD 146509

$195B regulatory AUM 300 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2013 → 04/2017
  Mml Distributors, Llc
  Springfield, MA
• 01/2013 → 04/2017
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 05/2017 → 09/2019
  Usi Securities, Inc.
  Glastonbury, CT
• 05/2017 → 09/2019
  Usi Consulting Group, Inc.
  Glastonbury, CT
• 09/2019 → 03/2022
  Kestra Financial, Inc.
  Windsor, CT
• 03/2022 → Present
  Traid Advisors Inc
  Norcross, GA
• 04/2022 → Present
  Gallagher Fiduciary Advisors, Llc
  East Hartford, CT
• 08/2024 → Present
  Osaic Wealth, Inc.
  East Hartford, CT

Previous Registrations

• 2020-06-19 → 2022-03-31
  Kestra Advisory Services, Llc
  Windsor, CT
  Austin, TX

Other Businesses

1) Business Name: Gallagher Fiduciary Advisors Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Investment Consulting Position: Area Vice President Start Date: 04/01/2022 Hours Per Month: 140 Hours Per Day: 6 Duties: Retirement plan consulting 2) Business Name: Gallagher Benefit Services Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Retirement Plan Consulting Services Position: Area Vice President Start Date: 09/30/2019 Hours Per Month: 40 Hours Per Day: 2 Duties: Retirement plan consulting 3)Business Name: Project Big Sky Investment Related: No Address: 956 Glastonbury Turnpike, Portland CT 06480; Nature of Business: Other Other/None of the Above None of the Above Position, Title or Relationship: Managing Member Start Date: 4/1/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Role is limited to product placement and marketing decisions 2) PROJECT BIG SKY LLC POSITION: Limited Partner NATURE: E-Commerce INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2019 ADDRESS: 956 Glastonbury Turnpike, Portland CT 06480, United States DESCRIPTION: Support

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-15
• S63 Uniform Securities Agent State Law Examination
  2003-12-09

Other Names

• William Deyoung