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Inactive

Aaron Stone

Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL

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Current Employers
Gallagher Fiduciary Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-07-02
  • IL RA
    APPROVED
    Since 2024-07-02

Branch Locations

2850 Golf Road, Rolling Meadows, IL 60008 • 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
University Of Illinois Foundation Champaign IL 02/2020 10/2021
Arthur J. Gallagher Co. Rolling Meadows IL 06/2022 08/2022
University Of Illinois At Urbana-Champaign Champaign IL 08/2019 05/2023
Unemployed Chicago IL 01/2014 02/2020
The Red Lion Champaign IL 10/2021 05/2023
Unemployed Chicago IL 05/2023 08/2023
Gallagher Fiduciary Advisors, Llc Rolling Meadows IL 08/2023 Present
  • 02/2020 → 10/2021
    University Of Illinois Foundation
    Champaign, IL
  • 06/2022 → 08/2022
    Arthur J. Gallagher Co.
    Rolling Meadows, IL
  • 08/2019 → 05/2023
    University Of Illinois At Urbana-Champaign
    Champaign, IL
  • 01/2014 → 02/2020
    Unemployed
    Chicago, IL
  • 10/2021 → 05/2023
    The Red Lion
    Champaign, IL
  • 05/2023 → 08/2023
    Unemployed
    Chicago, IL
  • 08/2023 → Present
    Gallagher Fiduciary Advisors, Llc
    Rolling Meadows, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-02
  • S65 Uniform Investment Adviser Law Examination
    2024-07-02

View on SEC IAPD

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LEADING EDGE WEALTH MANAGEMENT, LLC · ROLLING MEADOWS, IL
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Rolling Meadows, IL
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