Yingying Xu
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.
- Osaic Wealth, Inc.Aug 2024 to now
- Gallagher Fiduciary Advisors, LLCSep 2023 to now
- Triad AdvisorsSep 2023 to Aug 2024
- Edward JonesAug 2018 to Sep 2023
- Romp N' Roll China Early EducationApr 2017 to Jul 2018
- LeecoJun 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 6993474
- Firm CRD
- 146509