Kendall B. Storch

GALLAGHER FIDUCIARY ADVISORS

Boston, MA 02110

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CRD#: 2366007

Professional summary

Kendall Benjamin Storch is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Boston, Massachusetts and OSAIC WEALTH, INC. located in Boston, Massachusetts.

Kendall is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Kendall has worked at 14 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)Business Name: Gallagher Fiduciary Advisors Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Investment Consulting Position: Area Vice President Start Date: 04/01/2022 Hours Per Month: 140 Hours Per Day: 6 Duties: Retirement plan consulting 2) Business Name: Gallagher Benefit Services Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Retirement Plan Consulting Services Position: Area Vice President Start Date: 04/01/2022 Hours Per Month: 40 Hours Per Day: 2 Duties: Nonqualified Retirement plan consulting

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kendall Benjamin Storch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 28, 2022 - Present

GALLAGHER FIDUCIARY ADVISORS, LLC

Office #1: 115 Federal St. 8th Floor, Boston, MA, 02110

RIA

CRD#: 146509

Boston, MA

Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 115 Federal St. 8th Floor, Boston, MA 02110

RIA

CRD#: 23131

Boston, MA

Past

March 28, 2022 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Boston, MA

Past

May 9, 2016 - March 31, 2022

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

BOSTON, MA

Past

April 8, 2014 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

Boston, MA

Past

April 1, 2014 - March 31, 2022

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

BOSTON, MA

Past

July 14, 2011 - April 1, 2014

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

BOSTON, MA

Past

November 30, 2010 - April 8, 2014

LPL FINANCIAL LLC

CRD#: 6413

BOSTON, MA

Past

December 18, 2008 - December 1, 2010

NRP ADVISORS, INC.

RIA

CRD#: 141430

BOSTIN, MA

Past

June 1, 2007 - October 27, 2008

NRP FINANCIAL, INC.

RIA

CRD#: 103717

BOSTON, MA

Past

May 25, 2007 - November 30, 2010

NRP FINANCIAL, INC.

CRD#: 103717

BOSTON, MA

Past

October 28, 2004 - May 25, 2007

OGILVIE SECURITY ADVISORS CORPORATION

RIA

CRD#: 10105

BOSTON, MA

Past

June 28, 2001 - May 25, 2007

OGILVIE SECURITY ADVISORS CORPORATION

CRD#: 10105

BOSTON, MA

Past

May 15, 2000 - July 12, 2001

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

December 3, 1998 - April 27, 2000

TUCKER ANTHONY INCORPORATED

CRD#: 837

BOSTON, MA

Past

December 6, 1994 - November 9, 1998

MFS FUND DISTRIBUTORS, INC.

CRD#: 31052

BOSTON, MA

Past

August 23, 1994 - December 31, 1994

MFS FINANCIAL SERVICES, INC.

CRD#: 18309

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GALLAGHER FIDUCIARY ADVISORS, LLC

CRD#: 146509 / SEC#: 801-68868

RIA

Registered Investment Advisory firm - (3/17/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(8/23/2024)

Connecticut
(8/23/2024)

Florida
(8/23/2024)

Kansas
(8/23/2024)

Maine
(8/23/2024)

IAR

Massachusetts
(6/28/2022)

Massachusetts
(8/23/2024)

New Hampshire
(8/23/2024)

New York
(8/23/2024)

Pennsylvania
(8/23/2024)

Rhode Island
(8/23/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/2/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/8/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/22/1994

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

GALLAGHER FIDUCIARY ADVISORS, LLC

CRD#: 146509 / SEC#: 801-68868

RIA

Registered Investment Advisory firm - (3/17/2008 Approved)

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Contact information

Main Address

2850 Golf Road, Rolling Meadows, IL 60008

Mailing Address

Phone number

(212) 330-1011

Established

Firm type

Fiscal year end

# of Employees

221

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FOR GALLAGHER FIDUCIARY ADVISORS, LLC FOR RETAIL CLIENTS (4/22/2025)

FORM ADV PART 2A FOR GALLAGHER FIDUCIARY ADVISORS, LLC FOR INSTITUTIONAL CLIENTS (4/22/2025)

Regulatory assets under management

Total Number of Accounts	5,754
AUM (Assets Under Management)	$ 180,614,282,519

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Kendall B. Storch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kendall Benjamin Storch's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

INDEPENDENT FINANCIAL PARTNERS

LPL FINANCIAL LLC

NRP ADVISORS, INC.

NRP FINANCIAL, INC.

NRP FINANCIAL, INC.

OGILVIE SECURITY ADVISORS CORPORATION

OGILVIE SECURITY ADVISORS CORPORATION

NEW ENGLAND SECURITIES

TUCKER ANTHONY INCORPORATED

MFS FUND DISTRIBUTORS, INC.

MFS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

GALLAGHER FIDUCIARY ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/2/1995

SIE

Date: 10/1/2018

Series 7

Date: 11/8/1999

Series 6

Date: 8/22/1994

FINRA

Current Firm

GALLAGHER FIDUCIARY ADVISORS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GALLAGHER FIDUCIARY ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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