Benjamin Esdaile
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, LLCJan 2025 to now
- Osaic WealthJan 2025 to now
- Fidelity InvestmentsJan 2024 to Jan 2025
- Ameriprise Financial Services, LLCFeb 2021 to Jan 2024
- Matthew HugheyOct 2020 to Feb 2021
- Various Insurance Carriers for W & R Insurance AgenciesOct 2020 to Feb 2021
- Jwh Group LLCSep 2020 to Feb 2021
- Frank P JanowitschDec 2019 to Feb 2021
- Jason HatchDec 2019 to Feb 2021
- Mark L WoodDec 2019 to Feb 2021
- Waddell & Reed IncMar 2017 to Feb 2021
- UnemployedAug 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 5821839
- Firm CRD
- 146509