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Current Employers
Gallagher Fiduciary Advisors, Llc

2850 Golf Road, Rolling Meadows, IL 60008 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-09-08
  • NJ RA
    APPROVED
    Since 2023-09-08

Branch Locations

300 Madison Ave., Floor 28, New York, NY 10017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Florham Park NJ 05/2013 04/2019
Montgomery Wealth Management, Llc. Morristown NJ 04/2019 09/2021
Raymond James Financial Services, Inc. Morristown NJ 06/2021 11/2021
F3 Logic, Llc Homdel NJ 09/2021 05/2023
F3 Logic, Llc Burnsville MN 09/2021 05/2023
Gallagher Fiduciary Advisors, Llc New York NY 06/2023 Present
Triad Advisors Norcross GA 07/2023 08/2024
Osaic Wealth, Inc. Richmond VA 08/2024 Present
  • 05/2013 → 04/2019
    Florham Park, NJ
  • 04/2019 → 09/2021
    Montgomery Wealth Management, Llc.
    Morristown, NJ
  • 06/2021 → 11/2021
    Raymond James Financial Services, Inc.
    Morristown, NJ
  • 09/2021 → 05/2023
    F3 Logic, Llc
    Homdel, NJ
  • 09/2021 → 05/2023
    F3 Logic, Llc
    Burnsville, MN
  • 06/2023 → Present
    New York, NY
  • 07/2023 → 08/2024
    Triad Advisors
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Richmond, VA
Previous Registrations
  • 2021-11-08 → 2023-05-19
    F3Logic, Llc
    Burnsville, MN
    Homdel, NJ
  • 2019-11-18 → 2021-12-10
    Montgomery Wealth Management, Llc
    Morristown, NJ
  • 2014-04-08 → 2019-04-18
    Morristown, NJ
    Lawrenceville, NJ
    Morristown, NJ
    Morristown, NJ
Other Businesses

1. Gallagher Fiduciary Advisors,LLC;investment related;2850 Golf Road,Rolling Meadows,IL 60008;llc;head of business development;6/19/2023;160 hrs/month;130 hrs during trading;business development and recruiting 2. GALLAGHER FIDUCIARY ADVISORS, LLC POSITION: VP of Business Development NATURE: RIA, - LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/03/2022 ADDRESS: 2850 Golf Road, Rolling Meadows IL 60008, United States DESCRIPTION: oversight of day-to-day sales team and business operations

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-07
S63 Uniform Securities Agent State Law Examination 2009-02-04
  • S66 Uniform Combined State Law Examination
    2014-04-07
  • S63 Uniform Securities Agent State Law Examination
    2009-02-04
Other Names
  • Michael Vaccaro

View on SEC IAPD

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