Rovin Patel
Investment adviser representative at Gallagher Fiduciary Advisors, LLC
9 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
9 years in the industry.
- Gallagher Fiduciary Advisors, LLCNov 2025 to now
- Osaic Wealth, Inc.Nov 2025 to now
- LPL Financial LLCJan 2025 to Nov 2025
- Wintrust Investments LLCOct 2024 to Jan 2025
- Ash BrokerageDec 2022 to Mar 2024
- J.P. Morgan Chase Bank, N.A.Sep 2020 to Oct 2024
- J.P. Morgan Securities, LLCSep 2020 to Oct 2024
- UnemployedAug 2020 to Aug 2020
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jul 2020
- Fidelity Brokerage Services LLCJun 2016 to Jul 2020
- Strategic Advisers LLCJun 2016 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 5268755
- Firm CRD
- 146509