Brian R. Davidson

GALLAGHER FIDUCIARY ADVISORS

Little Rock, AR 72223

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CRD#: 4527598

Professional summary

Brian Richard Davidson, who also goes by Brian Richard Davidson, Brian Davidson, is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Little Rock, Arkansas.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Brian has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Richard Davidson | Brian Davidson

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)Gallagher Benefit Services,Inc;investment related;2850 Golf Road,Rolling Meadows,IL 6008;corporation;employee benefits consultant;12/15/2023;40 hrs/month;2 hrs during trading;retirement plan consulting 2)Gallagher Fiduciary Advisors,LLC;investment related;2850 Golf Road,Rolling Meadows,IL 60008;llc;investment advisor representative;12/15/2023;140 hrs/month;6 hrs during trading;investment consulting

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Richard Davidson'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

December 14, 2023 - Present

GALLAGHER FIDUCIARY ADVISORS, LLC

Office #1: 17900 Chenal Parkway, Ste. 300, Little Rock, AR 72223

RIA

CRD#: 146509

Little Rock, AR

Past

December 20, 2023 - January 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

ATLANTA, GA

Past

December 1, 2022 - December 12, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

LITTLE ROCK, AR

Past

December 1, 2022 - December 12, 2023

LPL FINANCIAL LLC

CRD#: 6413

LITTLE ROCK, AR

Past

February 28, 2018 - November 30, 2022

OSAIC INSTITUTIONS, INC.

RIA

CRD#: 35371

LITTLE ROCK, AR

Past

February 28, 2018 - November 30, 2022

OSAIC INSTITUTIONS, INC.

CRD#: 35371

LITTLE ROCK, AR

Past

July 1, 2010 - February 21, 2018

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

LITTLE ROCK, AR

Past

July 1, 2010 - February 21, 2018

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

LITTLE ROCK, AR

Past

August 1, 2008 - July 6, 2010

NATIONWIDE SECURITIES, LLC

RIA

CRD#: 11173

LITTLE ROCK, AR

Past

August 1, 2008 - July 6, 2010

NATIONWIDE SECURITIES, LLC

CRD#: 11173

LITTLE ROCK, AR

Past

February 24, 2005 - August 1, 2008

1717 CAPITAL MANAGEMENT COMPANY

RIA

CRD#: 4082

LITTLE ROCK, AR

Past

September 14, 2004 - August 1, 2008

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

LITTLE ROCK, AR

Past

May 31, 2002 - July 28, 2004

1717 CAPITAL MANAGEMENT COMPANY

RIA

CRD#: 4082

LITTLE ROCK , AR

Past

April 18, 2002 - July 28, 2004

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

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.

Highlighted states indicate IAR registrations

IAR

Arkansas
(12/14/2023)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/1/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/1/2000

General Securities Representative Examination

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.

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Advisor Monitoring

Firm Stability Insights

Brian R. Davidson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Richard Davidson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIAD ADVISORS LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

NATIONWIDE SECURITIES, LLC

NATIONWIDE SECURITIES, LLC

1717 CAPITAL MANAGEMENT COMPANY

1717 CAPITAL MANAGEMENT COMPANY

1717 CAPITAL MANAGEMENT COMPANY

1717 CAPITAL MANAGEMENT COMPANY

Primary Firm SEC Registration

GALLAGHER FIDUCIARY ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/1/2000

SIE

Date: 10/1/2018

Series 7

Date: 8/1/2000

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

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