Shawn Startti
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.
- Gallagher Fiduciary Advisors, LLCJul 2025 to now
- Fisher Retirement Solutions LLCJul 2024 to Jul 2025
- Fisher InvestmentsSep 2020 to Jul 2024
- Cambridge Investment Research Advisors, Inc.May 2019 to Sep 2020
- Cambridge Investment Research, Inc.May 2019 to Sep 2020
- Transamerica Investors Securities CorporationJan 2018 to May 2019
- Transamerica Retirement SolutionsDec 2017 to May 2019
- UnemployedNov 2017 to Dec 2017
- Pricewaterhousecoopers, LLPAug 2017 to Nov 2017
- UnemployedApr 2017 to Aug 2017
- Pricewaterhousecoopers, LLPFeb 2017 to Apr 2017
- UnemployedNov 2016 to Feb 2017
- Pricewaterhousecoopers, LLPJul 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 4990756
- Firm CRD
- 146509