Ryan Thomas Nee
Investment adviser representative at Gallagher Fiduciary Advisors, LLC
14 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
14 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Gallagher Fiduciary Advisors, LLCJun 2023 to now
- Triad AdvisorsJul 2023 to Aug 2024
- F3 Logic, LLCJan 2023 to May 2023
- Independent Financial Group, LLCJun 2022 to Jul 2023
- Emoney AdvisorAug 2021 to Mar 2022
- Rose Hill Wine & SpiritsAug 2020 to Dec 2020
- Compass Point Retirement PlanningJun 2019 to Aug 2019
- Independent Financial Group, LLCJun 2018 to Nov 2021
- Compass Point Retirement PlanningJun 2018 to Aug 2018
- Camp RotaryJun 2015 to Aug 2017
- Full Time StudentJun 2012 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6739630
- Firm CRD
- 146509