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EM

Edward J. Macphee

GALLAGHER FIDUCIARY ADVISORS
San Diego, CA 92127
Some features on this profile are disabled
CRD#: 5476050
EM
Edward Joseph Macphee IIIGALLAGHER FIDUCIARY ADVISORS

Professional summary

Edward Joseph Macphee III, who also goes by Edward Joseph Mac Phee 111, Edward Joseph Mac Phee III, Edward Mac Phee, Eddie Macphee, is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in San Diego, California.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Edward has worked at 4 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Edward Joseph Mac Phee 111 | Edward Joseph Mac Phee Iii | Edward Mac Phee | Eddie Macphee

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) Name of Outside Business or Organization: Vacation Rental Address: 3985 Ingraham Street, San Diego, CA 92109 Title: Owner: Host Description of Outside Business or Organization: Vacation Rental Description of duties or responsibilities: Host Start Date (month.day/year): January 1, 2021 Hours devoted to OBA monthly: 0 during trading hrs./ 5 during non-trading hours (2 Name of Outside Business or Organization: Vacation Rental Address: 4528 Alabama Street, San Diego, CA 92115 Title: Owner: Host Description of Outside Business or Organization: Vacation Rental Description of duties or responsibilities: Host Start Date (month.day/year):June 1, 2023 Hours devoted to OBA monthly: 0 during trading hrs./ 5 during non-trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Joseph Macphee III'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

July 21, 2026 - Present

GALLAGHER FIDUCIARY ADVISORS, LLC

Office #1: 11440 West Bernardo Court Suite 102, San Diego, CA 92127
RIA
CRD#: 146509
San Diego, CA
Past

November 8, 2024 - August 14, 2026

SECURE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 141195
San Diego, CA
Past

February 7, 2024 - September 25, 2024

CANTER WEALTH

RIA
CRD#: 167828
LA JOLLA, CA
Past

May 18, 2010 - September 29, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN DIEGO, CA
Past

April 22, 2009 - September 29, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA

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.

Highlighted states indicate IAR registrations

IAR
California
(7/21/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/17/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/21/2009
General Securities Representative Examination

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)
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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 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#: 146509San Diego, CA 92127

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