Michael Steven Levin

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

• 01/1999 → Present
  Usi Securities Inc.
  New York, NY
• 01/1999 → Present
  Usi Consulting Group Inc.
  Glastonbury, CT
• 07/2017 → 03/2022
  Kestra Advisory Services
  Austin, TX
• 01/2007 → 03/2022
  Kestra Investment Services,Llc
  Austin, TX
• 03/2022 → 08/2024
  Triad Advisors
  Norcross, GA
• 04/2022 → Present
  Gallagher Fiduciary Advisors, Llc
  Windsor, CT
• 08/2024 → Present
  Osaic Wealth, Inc.
  East Hartford, CT

Previous Registrations

• 2017-07-26 → 2022-03-31
  Kestra Advisory Services, Llc
  Windsor, CT
  3Rd Floor, NY
  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 VP, Retirement Plan Consultant 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 VP, Retirement Plan Consultant Start Date: 06/18/2007 Hours Per Month: 40 Hours Per Day: 2 Duties: Retirement plan consulting

Exams

• S66 Uniform Combined State Law Examination
  2017-07-25
• S63 Uniform Securities Agent State Law Examination
  1993-12-20