Paige M. Lewis

GALLAGHER FIDUCIARY ADVISORS

Bellevue, WA 98004

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CRD#: 6225381

Professional summary

Paige Macy Lewis, AIF®, who also goes by Paige M Lewis, Paige Lewis, is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Bellevue, Washington and OSAIC WEALTH, INC. located in Bellevue, Washington.

Paige is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Paige has worked at 9 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paige M Lewis | Paige Lewis

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.

WiPN;not investment related;no physical address;non-profit network;co-chair;9/4/2023;8 hrs/month;2 hrs during trading;attend WiPN events,promote events,secure funding through sponsors,develop relationships with potential sponsors,and relay sponsorship specifics to finance events

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paige Macy Lewis'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

November 8, 2023 - Present

GALLAGHER FIDUCIARY ADVISORS, LLC

Office #1: 10900 Ne 8th St., Suite 750 Ste 200, Bellevue, WA 98004

RIA

CRD#: 146509

Bellevue, WA

Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 10900 Ne 8th St., Suite 750 Ste 200, Bellevue, WA 98004

RIA

CRD#: 23131

Bellevue, WA

Past

September 22, 2023 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Bellevue, WA

Past

June 14, 2022 - August 28, 2023

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

SEATTLE, WA

Past

June 9, 2022 - August 28, 2023

PRINCIPAL SECURITIES, INC.

CRD#: 1137

SEATTLE, WA

Past

March 3, 2020 - April 8, 2022

STANCORP INVESTMENT ADVISERS, INC.

RIA

CRD#: 110228

Denver, CO

Past

March 3, 2020 - April 8, 2022

STANCORP EQUITIES, INC.

CRD#: 19517

DENVER, CO

Past

May 21, 2019 - December 4, 2019

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Lone Tree, CO

Past

May 20, 2019 - December 4, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Lone Tree, CO

Past

November 9, 2015 - May 2, 2019

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA

CRD#: 142373

COLUMBUS, OH

Past

August 20, 2013 - May 2, 2019

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

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

IAR

Colorado
(11/1/2024)

IAR

Washington
(11/8/2023)

Washington
(8/23/2024)

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 65

Date: 1/19/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/16/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/1/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/20/2013

Investment Company Products/Variable Contracts Representative 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.

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Firm Stability Insights

Paige M. Lewis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paige Macy Lewis's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

STANCORP INVESTMENT ADVISERS, INC.

STANCORP EQUITIES, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

NATIONWIDE INVESTMENT ADVISORS, LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

Primary Firm SEC Registration

GALLAGHER FIDUCIARY ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/19/2016

Series 63

Date: 7/16/2015

Series 7TO

Date: 7/1/2019

SIE

Date: 10/1/2018

Series 6

Date: 8/20/2013

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

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