Michael James Labrie
Investment adviser representative at Gallagher Fiduciary Advisors, LLC
29 yearsExperience
1 stateRegistered in
$194.8BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Gallagher Fiduciary Advisors, LLCJun 2023 to now
- Michael James LabrieFeb 1997 to now
- Triad AdvisorsJul 2023 to Aug 2024
- Independent Financial Group, LLCNov 2017 to Jul 2023
- F3logic, LLCNov 2017 to May 2023
- National Planning CorporationOct 2007 to Nov 2017
- Compass Point Retirement Planning, Inc.Feb 1997 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (MA).
Gallagher Fiduciary Advisors, LLC
$194.8BAssets managed
6,120Clients
123Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2171774
- Firm CRD
- 146509