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AT

Andrew R. Torelli

GALLAGHER FIDUCIARY ADVISORS
Irvine, CA 92614
Some features on this profile are disabled
CRD#: 448198
AT

Professional summary

Andrew Robert Torelli, AIF® is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Irvine, California and OSAIC WEALTH, INC. located in Irvine, California.

Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1969. Andrew has worked at 11 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 1 and Series 24 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Robert Torelli'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

April 14, 2022 - Present

GALLAGHER FIDUCIARY ADVISORS, LLC

Office #1: 2050 Main Street, Ste. 1250, Irvine, CA 92614
RIA
CRD#: 146509
Irvine, CA
Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 2050 Main Street Suite 1250, Irvine, CA 92614
RIA
BD
CRD#: 23131
Irvine, CA
Past

March 30, 2022 - August 23, 2024

TRIAD ADVISORS LLC

BD
CRD#: 25803
Irvine, CA
Past

April 20, 2016 - March 31, 2022

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Irvine, CA
Past

February 19, 2015 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
IRVINE, CA
Past

February 18, 2015 - March 31, 2022

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
IRVINE, CA
Past

July 8, 2013 - February 24, 2015

OSAIC WEALTH, INC.

RIA
CRD#: 23131
NEWPORT BEACH, CA
Past

July 5, 2013 - February 24, 2015

OSAIC WEALTH, INC.

BD
CRD#: 23131
NEWPORT BEACH, CA
Past

December 8, 2009 - July 12, 2013

WALNUT STREET SECURITIES, INC.

RIA
CRD#: 15840
NEWPORT BEACH, CA
Past

September 6, 2001 - July 12, 2013

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
NEWPORT BEACH, CA
Past

January 10, 1990 - September 6, 2001

DOLPHIN SECURITIES, INC.

BD
CRD#: 10525
SAN MARCOS, CA
Past

April 13, 1989 - January 12, 1990

JRL CAPITAL CORPORATION

BD
CRD#: 10225
IRVINE, CA
Past

August 24, 1988 - September 12, 2001

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

September 25, 1987 - April 26, 1988

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

December 10, 1969 - April 25, 1988

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY

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".
GF
GALLAGHER FIDUCIARY ADVISORS, LLC
COMPASS POINT RETIREMENT PLANNING | YANNI PARTNERS, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | RIVERS INVESTMENT GROUP | KUSSKE FINANCIAL MANAGEMENT | INVESTAR ASSET MANAGEMENT | INDEPENDENT FIDUCIARY SERVICES, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | GBS INVESTMENT CONSULTING, LLC | GALLAGHER INVESTMENTS | GALLAGHER FIDUCIARY ADVISORS, LLC | FLAGSTONE WEALTH MANAGEMENT | FINANCIAL CONSULTANTS OF AMERICA

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.
RR
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

IAR
California
(4/14/2022)
RR
California
(8/23/2024)
RR
Colorado
(8/23/2024)
RR
District of Columbia
(8/23/2024)
RR
Illinois
(8/23/2024)
RR
Indiana
(8/23/2024)
RR
Louisiana
(8/23/2024)
RR
Maryland
(8/23/2024)
RR
Massachusetts
(8/23/2024)
RR
Montana
(8/23/2024)
RR
Nevada
(8/23/2024)
RR
New Jersey
(8/23/2024)
RR
New Mexico
(8/23/2024)
RR
New York
(8/23/2024)
RR
Ohio
(8/23/2024)
RR
Pennsylvania
(8/23/2024)
RR
Texas
(8/23/2024)
RR
Utah
(8/23/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/18/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/9/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 1
Date: 12/4/1969
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/15/2002
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

GF
GALLAGHER FIDUCIARY ADVISORS, LLC
COMPASS POINT RETIREMENT PLANNING | YANNI PARTNERS, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | RIVERS INVESTMENT GROUP | KUSSKE FINANCIAL MANAGEMENT | INVESTAR ASSET MANAGEMENT | INDEPENDENT FIDUCIARY SERVICES, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | GBS INVESTMENT CONSULTING, LLC | GALLAGHER INVESTMENTS | GALLAGHER FIDUCIARY ADVISORS, LLC | FLAGSTONE WEALTH MANAGEMENT | FINANCIAL CONSULTANTS OF AMERICA

CRD#: 146509 / SEC#: 801-68868

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

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts5,754
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.

Company Information

GALLAGHER FIDUCIARY ADVISORS, LLC

CRD#: 146509Irvine, CA 92614

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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