Thomas Tenaglia
Thomas Tenaglia is a registered investment advisor at Gallagher Fiduciary Advisors, LLC, based in Charlotte, NC, with 17 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 5,431 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gallagher Fiduciary Advisors (GFA) charges a fee based on a percentage of the value of your investments, up to 2.00%. The specific fees are outlined in each client's agreement.
GFA also offers risk-adjusted model portfolios and strategies that may cost up to 0.85% of the value of your investments, depending on the model/strategy selected. These fees are in addition to the advisory fee.
Location
4250 Congress Street, Suite 200, Charlotte, NC, 28209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas sells insurance products for carriers other than Guardian, dedicating minimal time to this activity. He also works as a consultant selling Bank Owned Life Insurance, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
AXA Advisors, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.