RD
Robert A. Decker
GALLAGHER FIDUCIARY ADVISORS
Boston, MA 02110
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CRD#: 5959938
RD
Professional summary
Robert Allen Decker is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Boston, Massachusetts and OSAIC WEALTH, INC. located in Boston, Massachusetts.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Robert has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 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.
1) GALLAGHER BENEFIT SERVICES POSITION: Area Assistant Vice President NATURE: Corporation. Investment Related INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 06/03/2013 ADDRESS: 2850 Golf Road, Rolling Meadows IL 60008, United States DESCRIPTION: Retirement Plan Consulting 2) Gallagher Fiduciary Advisors, LLC investment related 2850 Golf Road, Rolling Meadows,IL 60008 investment consulting Area Assistant Vice President 4/1/2022 140 hrs/month 6 hrs during trading retirement plan consulting 3) ROB DECKER POSITION: Homeowner NATURE: sole proprietorship of a 2-family house INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 03/20/1995 ADDRESS: 22 Lakeview Road, Foxboro MA 02035, United States DESCRIPTION: I am responsible for the maintenance and repairs of the property. 4) TOWN OF FOXBOROUGH BOARD OF ASSESSORS POSITION: Non-profit board member NATURE: town of Foxborough, MA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2022 ADDRESS: 40 South Street, Foxborough MA 02035, United States DESCRIPTION: As a non-paid volunteer part of the three-person Board of Assessors, we review tax abatement applications and assessments of taxpayers presented to us by the Town Assessor's office.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Allen Decker's 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®
NoneExperience
Current
June 8, 2022 - Present
GALLAGHER FIDUCIARY ADVISORS, LLC
Office #1: 115 Federal St. 8th Floor, Boston, MA, 02110RIA
CRD#: 146509
Boston, MA
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 115 Federal St. 8th Floor, Boston, MA 02110RIA
BD
CRD#: 23131
Boston, MA
Past
March 28, 2022 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Boston, MA
Past
May 9, 2016 - April 6, 2022
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Boston, MA
Past
February 7, 2014 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
Boston, MA
Past
October 14, 2013 - March 31, 2022
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Boston, MA
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
RR
Connecticut(8/23/2024)
IAR
Massachusetts(6/8/2022)
RR
Massachusetts(8/23/2024)
RR
New York(8/23/2024)
RR
Wisconsin(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck 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)
Regulatory assets under management
| Total Number of Accounts | 5,754 |
| AUM (Assets Under Management) | $ 180,614,282,519 |
Red Flags
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Company Information
GALLAGHER FIDUCIARY ADVISORS, LLC
CRD#: 146509Boston, MA 02110TRUST BUT VERIFY
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