Pablo Jose Penaherrera
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.
- Osaic Wealth, Inc.Aug 2024 to now
- Gallagher Fiduciary Advisors, LLCFeb 2024 to now
- Triad AdvisorsFeb 2024 to Aug 2024
- Bank of America, N.A.Oct 2020 to Dec 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2020 to Dec 2023
- Kovack SecuritiesJun 2016 to Aug 2018
- Pennsylvania State UniversityMay 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6648214
- Firm CRD
- 146509