Matthew Desalvo

Current Employers

Employment History

• 10/2021 → 12/2022
  Alliancebernstein
  New York, NY
• 10/2017 → 09/2021
  Kantar
  New York, NY
• 03/2017 → 04/2017
  Orc International
  New York, NY
• 10/2015 → 02/2017
  Keating Co.
  New York, NY
• 05/2017 → 10/2017
  Unemployed
  Madison, NJ
• 01/2023 → 05/2023
  F3 Logic Llc
  New York, NY
• 01/2023 → 05/2023
  F3 Logic, Llc
  Brooklyn, NY
• 01/2023 → 07/2023
  Independent Financial Group, Llc
  Brooklyn, NY
• 06/2023 → Present
  Gallagher Fiduciary Advisors, Llc
  New York, NY
• 07/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  New York, NY

Previous Registrations

• 2023-01-30 → 2023-05-19
  F3Logic, Llc
  Burnsville, MN
  Brooklyn, NY
• 2022-05-20 → 2023-01-19
  Alliancebernstein L.P.
  New York, NY

Other Businesses

1)Gallagher Fiduciary Advisors;investment related;300 Madison Ave., Flr. 28, New York, NY 10017;provide clients investment advice and assist in meeting their financial goals,assist in retirement plan de-risking opportunities;financial advisor;1/3/2023;144 hrs/month;126 hrs during trading;service clients by being their financial advisor,answer their questions,develop a financial plan,and fulfill any trade requests they may have 2) Gallagher Benefit Services, Inc. (Insurance producer);investment related;300 Madison Ave., Flr 28, New York, NY 10017;provide insurance and annuity products as a fiduciary through registered representative responsibilities;6/30/2023;16 hrs/month;14 hrs during trading;ensure the clients have a need for insurance or annuity within the states I am bound to offer insurance in,and ensure that the client is in the correct product to meet their financial goals

Exams

• S66 Uniform Combined State Law Examination
  2021-06-18