Sheena Valene Fisher
Investment adviser representative at Gallagher Fiduciary Advisors, LLC
11 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
11 years in the industry.
- Gallagher Fiduciary Advisors, LLCAug 2025 to now
- Osaic Wealth, Inc.Aug 2024 to now
- Triad AdvisorsNov 2022 to Aug 2024
- Resources Investment Advisors, LLCSep 2021 to Aug 2025
- Massmutual Life Insurance CoFeb 2020 to Sep 2021
- MML Investors Services, LLCFeb 2020 to Sep 2021
- Fish At 30 LakeJun 2016 to Jan 2018
- Guardian Life Insurance Co of AmericaJun 2015 to Feb 2020
- Park Avenue Securities, LLCJun 2015 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 6378545
- Firm CRD
- 146509