Paul Yu
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.
- Osaic Wealth, Inc.Aug 2024 to now
- Gallagher Fiduciary Advisors, LLCApr 2022 to now
- Triad AdvisorsMar 2022 to Aug 2024
- KestraMar 2018 to Mar 2022
- UnemployedOct 2017 to Mar 2018
- Gallagher Benefit Services, Inc.Mar 2017 to Mar 2022
- Northwestern MutualDec 2016 to Oct 2017
- University of HoustonAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6739659
- Firm CRD
- 146509