Sharon Anne Nudo

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

• 04/2014 → 09/2016
  Nfp Securities, Inc.
  Chicago, IL
• 05/2011 → 03/2022
  Gallagher Benefit Services, Inc.
  Chicago, IL
• 08/2012 → 03/2022
  Kestra Investment Services, Llc.
  Rolling Meadows, IL
• 04/2016 → 03/2022
  Kestra Advisory Services, Llc.
  Rolling Meadows, IL
• 03/2022 → 08/2024
  Triad Advisors Inc
  Norcross, GA
• 04/2022 → Present
  Gallagher Fiduciary Advisors, Llc
  Rolling Meadows, IL
• 08/2024 → Present
  Osaic Wealth, Inc.
  Rolling Meadows, IL

Previous Registrations

• 2016-04-18 → 2022-04-06
  Kestra Advisory Services, Llc
  Chicago, IL
  Rolling Meadows, IL
  Austin, TX
• 2014-08-07 → 2016-09-22
  Kestra Investment Services, Llc
  Chicago, IL
  Rolling Meadows, IL

Other Businesses

Business: Preconnection, Inc.; Investment Related: No; Address: PO Box 366, Morton, IL 61550; Nature of Business: Real Estate/Property Management; Position: Shareholder, passive investment; Hours per Month: 1; Hours during trading hours: 0 Start Date: 10/01/2019

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-04
• S63 Uniform Securities Agent State Law Examination
  2012-08-15

Other Names

• Sharon Anne Hume
• Sharon Anne Nudo