Kiley M. Collins

GALLAGHER FIDUCIARY ADVISORS

Madison, WI 53703

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CRD#: 6512731

Professional summary

Kiley Mulcahy Collins, who also goes by Kiley M Mulcahy, Kiley Marie Mulcahy, Kiley Mulcahy, is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Madison, Wisconsin and OSAIC WEALTH, INC. located in Madison, Wisconsin.

Kiley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Kiley has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kiley M Mulcahy | Kiley Marie Mulcahy | Kiley Mulcahy

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)Vector Marketing; Investment related: no; 6402 Odana Rd, Suite 302. Madison, WI 53719; Nature or Structure of Business: Corporation; Position: independent contractor; Start date: 01/26/2024; hours per month: 2; securities trading hours 0; Duties: Place orders for individuals to purchase knives and other products for personal use

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kiley Mulcahy Collins'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

October 6, 2023 - Present

GALLAGHER FIDUCIARY ADVISORS, LLC

Office #1: 834 E. Washington Ave., Suite 325, Madison, WI 53703

RIA

CRD#: 146509

Madison, WI

Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 834 E Washington Ave Ste 325, Madison, WI 53703

RIA

CRD#: 23131

Madison, WI

Past

September 18, 2023 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Madison, WI

Past

August 1, 2018 - August 30, 2023

WEA INVESTMENT SERVICES, INC.

CRD#: 126907

MADISON, WI

Past

March 20, 2018 - July 31, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MIDDLETON, WI

Past

June 2, 2017 - February 9, 2018

MWA FINANCIAL SERVICES INC.

CRD#: 112630

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

IAR

Wisconsin
(10/6/2023)

Wisconsin
(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: 10/6/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/22/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/24/2018

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/2/2017

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

Kiley M. Collins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kiley Mulcahy Collins's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

WEA INVESTMENT SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

MWA FINANCIAL SERVICES INC.

Primary Firm SEC Registration

GALLAGHER FIDUCIARY ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/6/2023

Series 63

Date: 6/22/2017

SIE

Date: 10/1/2018

Series 7

Date: 5/24/2018

Series 6

Date: 6/2/2017

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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