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Scott Ryan Powers

Gallagher Fiduciary Advisors, LLC

Dallas, TX

CRD 6128560

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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:

Current Employers
Gallagher Fiduciary Advisors, Llc

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

Current Registrations

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

Branch Locations

12750 Merit Dr., Ste. 1000, Dallas, TX 75251 • 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. Houston TX 05/2014 03/2022
Kestra Financial, Inc Houston TX 06/2019 03/2022
Gallagher Fiduciary Advisors, Llc Dallas TX 04/2022 Present
  • 05/2014 → 03/2022
    Gallagher Benefit Services, Inc.
    Houston, TX
  • 06/2019 → 03/2022
    Kestra Financial, Inc
    Houston, TX
  • 04/2022 → Present
    Gallagher Fiduciary Advisors, Llc
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-14
  • S65 Uniform Investment Adviser Law Examination
    2019-08-14

View on SEC IAPD

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