Sheena V. Fisher

GALLAGHER FIDUCIARY ADVISORS

Atlanta, GA 30338

Some features on this profile are disabled

CRD#: 6378545

Professional summary

Sheena Valene Fisher, AIF® is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Atlanta, Georgia and OSAIC WEALTH, INC. located in Atlanta, Georgia.

Sheena is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Sheena has worked at 6 firms and has passed the Series 66, SIE and Series 7 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)OneDigital Investment Advisors;investment related;3333 Riverwood Parkway,Suite 400,Atlanta,GA 30339;llc;RIA-Sr Client Relationship Manager;160 hrs/month;160 hrs during trading;administrative support to 401(k) plans,prepare presentations,prepare & submit paperwork, answer client questions/concerns,schedule meetings,prepare reviews,support client in transitions,conversions and onboarding

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheena Valene Fisher'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

August 28, 2025 - Present

GALLAGHER FIDUCIARY ADVISORS, LLC

Office #1: 1050 Crown Pointe Parkway, Suite 600, Atlanta, GA 30338

RIA

CRD#: 146509

Atlanta, GA

Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 1050 Crown Pointe Pkwy Ste 600, Atlanta, GA 30338

RIA

CRD#: 23131

Atlanta, GA

Past

November 17, 2022 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Atlanta, GA

Past

October 14, 2021 - September 5, 2025

ONEDIGITAL

RIA

CRD#: 106766

Atlanta, GA

Past

March 2, 2021 - September 13, 2021

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

LATHAM, NY

Past

February 28, 2020 - September 13, 2021

MML INVESTORS SERVICES, LLC

CRD#: 10409

LATHAM, NY

Past

April 4, 2019 - February 21, 2020

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

LATHAM, NY

Past

September 12, 2018 - February 21, 2020

PARK AVENUE SECURITIES LLC

CRD#: 46173

LATHAM, NY

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

Georgia
(8/23/2024)

IAR

Georgia
(8/28/2025)

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: 3/28/2019

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/12/2018

General Securities 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Robert Busby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Atlanta, GA

Tyrane Perry

J.P. MORGAN SECURITIES LLC

IAR

Atlanta, GA

Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

IAR

Woodstock, GA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Sheena V. Fisher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheena Valene Fisher's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

ONEDIGITAL

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

Primary Firm SEC Registration

GALLAGHER FIDUCIARY ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/28/2019

SIE

Date: 10/1/2018

Series 7

Date: 9/12/2018

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

Similar Advisors