Thomas Adam Braile
Investment adviser representative at Gallagher Fiduciary Advisors, LLC
17 yearsExperience
2 statesRegistered 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
17 years in the industry.
- Osaic WealthAug 2026 to now
- Gallagher Fiduciary Advisors, LLCJun 2026 to now
- Usi AdvisorsMar 2021 to Jun 2026
- Usi SecuritiesMar 2021 to Jun 2026
- Usi Consulting GroupFeb 2021 to Jun 2026
- Hohimer Wealth Management LLCApr 2019 to Nov 2020
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2019
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 4872723
- Firm CRD
- 146509