Douglas Igel
Investment adviser representative at Gallagher Fiduciary Advisors, LLC
10 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
10 years in the industry.
- Osaic WealthSep 2026 to now
- Gallagher Fiduciary Advisors, LLCOct 2025 to now
- Global Retirement Partners, LLCNov 2023 to Sep 2025
- Burnham Gibson Wealth Advisors, LLCNov 2022 to Aug 2023
- Bank of America, N.ADec 2019 to Nov 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2019 to Nov 2022
- Beacon Pointe Advisors, LLCMar 2016 to Oct 2019
- Beacon Pointe Insurance Services, LLCMar 2016 to Oct 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2620848
- Firm CRD
- 146509