Shawn W. Startti

GALLAGHER FIDUCIARY ADVISORS

Dallas, TX 75002

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CRD#: 4990756

Professional summary

Shawn Wyatt Startti, AIF®, who also goes by Shawn Wyatt Startti, Shawn Startti, is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Dallas, Texas.

Shawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Shawn has worked at 10 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shawn Wyatt Startti | Shawn Startti

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 name of the other business; ROCKRIMMON HOMEOWNER'S ASSOCIATION whether the business is investment-related; NO the address of the other business; COLLEYVILLE, TX the nature of the other business; HOMEOWNERS ASSOCIATION your position; VICE PRESIDENT the start date of your relationship; 03/01/2019 the approximate number of hours/month you devote to the other business; ONE TO FIVE the number of hours you devote to the other business during securities trading hours; ZERO and briefly describe your duties relating to the other business; REPRESENT HOA AT MEETINGS, UPHOLD THE COVENANTS, APPROVE ARCHITECTURAL CHANGES, REVIEW AND MANAGE BUDGET & VENDORS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Wyatt Startti'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

July 29, 2025 - Present

GALLAGHER FIDUCIARY ADVISORS, LLC

Office #1: 12750 Merit Drive, Suite 1000, Dallas, TX 75002

RIA

CRD#: 146509

Dallas, TX

Past

July 3, 2024 - July 18, 2025

FISHER\SMB

RIA

CRD#: 331205

PLANO, TX

Past

October 9, 2020 - July 3, 2024

FISHER INVESTMENTS

RIA

CRD#: 107342

PLANO, TX

Past

May 23, 2019 - September 10, 2020

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Southlake, TX

Past

May 16, 2019 - September 10, 2020

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Southlake, TX

Past

January 8, 2018 - May 20, 2019

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

HARRISON, NY

Past

November 2, 2011 - April 25, 2016

FIRST CITIZENS INVESTOR SERVICES, INC.

RIA

CRD#: 44430

RALEIGH, NC

Past

November 2, 2011 - April 25, 2016

FIRST CITIZENS INVESTOR SERVICES, INC.

CRD#: 44430

RALEIGH, NC

Past

April 16, 2010 - October 17, 2011

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

CARY, NC

Past

March 8, 2010 - October 17, 2011

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

CARY, NC

Past

January 1, 2008 - March 17, 2009

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, TX

Past

November 29, 2006 - January 1, 2008

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

WESTLAKE, TX

Past

August 12, 2005 - November 29, 2006

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, TX

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

Texas
(7/29/2025)

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 65

Date: 3/24/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/2/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/21/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/11/2005

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

Shawn W. Startti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Wyatt Startti's CRS (Customer Relationship Summary).

Certified licenses

Experience

FISHER\SMB

FISHER INVESTMENTS

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

TRANSAMERICA INVESTORS SECURITIES, LLC

FIRST CITIZENS INVESTOR SERVICES, INC.

FIRST CITIZENS INVESTOR SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

GALLAGHER FIDUCIARY ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/24/2010

Series 63

Date: 9/2/2005

Series 7TO

Date: 11/21/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/11/2005

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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