Benjamin Esdaile

Gallagher Fiduciary Advisors, LLC

5 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching

Gallagher Fiduciary Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

118 advisors

Number of Clients

5,431 clients

Average Client Portfolio

$33.3M average

Assets Under Management

$180.6B

Fee Structure

Minimum Investment:$3K

Location

834 E Washington Ave., Ste. 325, Madison, WI, 53703

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Gallagher Fiduciary Advisors, LLC

January 2025 - Present · 1 yr 1 mo

Osaic Wealth, INC.Broker

January 2025 - Present · 1 yr 1 mo

Previous Registrations

Fidelity Personal and Workplace Advisors

February 2024 - January 2025 · 11 mos

Fidelity Brokerage Services LLCBroker

February 2024 - January 2025 · 11 mos

Ameriprise Financial Services, LLCBroker

February 2021 - February 2024 · 3 yrs

Ameriprise Financial Services, LLC

February 2021 - February 2024 · 3 yrs

Waddell & Reed

March 2020 - February 2021 · 11 mos

Waddell & ReedBroker

January 2020 - February 2021 · 1 yr 1 mo

State Registrations8 states

FLMDMSNCNJVAWIWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.