Benjamin Esdaile

GALLAGHER FIDUCIARY ADVISORS | Financial Advisor

Dallas, TX 75251

CRD#: 5821839

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Professional summary

Benjamin Esdaile is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Dallas, Texas and OSAIC WEALTH, INC. located in Dallas, Texas.

Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Benjamin has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

What are your service offerings?

Investment Management

Retirement Planning Strategies

Saving for Education

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 Benjamin Esdaile'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

January 23, 2025 - Present

GALLAGHER FIDUCIARY ADVISORS, LLC

Office #1: 12750 Merit Drive Suite 475, Dallas, TX 75251

RIA

CRD#: 146509

Dallas, TX

Current

January 22, 2025 - Present

OSAIC WEALTH, INC.

Office #1: 12750 Merit Dr Ste 1000, Dallas, TX 75251

RIA

CRD#: 23131

Dallas, TX

Past

February 21, 2024 - January 21, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

MIDDLETON, WI

Past

February 8, 2024 - January 21, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MIDDLETON, WI

Past

February 19, 2021 - February 6, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Madison, WI

Past

February 19, 2021 - February 6, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Madison, WI

Past

March 11, 2020 - February 24, 2021

WADDELL & REED

RIA

CRD#: 866

MADISON, WI

Past

January 29, 2020 - February 24, 2021

WADDELL & REED

CRD#: 866

MADISON, WI

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

Florida
(10/16/2025)

Maryland
(10/16/2025)

Minnesota
(4/7/2026)

Mississippi
(10/16/2025)

New Jersey
(10/15/2025)

North Carolina
(10/21/2025)

Texas
(6/3/2026)

Virginia
(10/8/2025)

West Virginia
(10/16/2025)

Wisconsin
(1/22/2025)

IAR

Wisconsin
(1/23/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/11/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/29/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/5/2019

Securities Industry Essentials 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

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Benjamin Esdaile

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

OSAIC WEALTH, INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

GALLAGHER FIDUCIARY ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/11/2020

Series 7TO

Date: 1/29/2020

SIE

Date: 10/5/2019

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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