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Michele Kocak

Gallagher Fiduciary Advisors, LLC

Rockville, MD

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Current Employers
Gallagher Fiduciary Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-04-22
  • MD RA
    APPROVED
    Since 2022-04-22

Branch Locations

702 King Farm Blvd., 2Nd Floor, Rockville, MD 20850 • 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
Gallagher Benefit Services, Inc. Rockville MD 02/2006 03/2022
Kestra Financial, Inc. Rockville MD 03/2018 03/2022
Gallagher Fiduciary Advisors, Llc Rockville MD 04/2022 Present
  • 02/2006 → 03/2022
    Gallagher Benefit Services, Inc.
    Rockville, MD
  • 03/2018 → 03/2022
    Kestra Financial, Inc.
    Rockville, MD
  • 04/2022 → Present
    Gallagher Fiduciary Advisors, Llc
    Rockville, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-16
  • S65 Uniform Investment Adviser Law Examination
    2018-05-16
Other Names
  • Michele Cady Kocak

View on SEC IAPD

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UNITED BROKERAGE SERVICES, INC
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Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD
J.P. MORGAN SECURITIES LLC · Rockville, MD
UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

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