Griffin G. Vehar

GALLAGHER FIDUCIARY ADVISORS

Cleveland, OH 44102

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CRD#: 6519544

Professional summary

Griffin Gordon Vehar, who also goes by Griffin Gordon Vehar, Griff Vehar, Griffin G Vehar, Griffin Vehar, is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Cleveland, Ohio and OSAIC WEALTH, INC. located in Cleveland, Ohio.

Griffin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Griffin has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Griffin Gordon Vehar | Griff Vehar | Griffin G Vehar | Griffin Vehar

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,Inc;investment related;2850 Golf Road,Rolling Meadows,IL 60008;corporation;producer;4/2023;40 hrs/month;2 hrs during trading;retirement plan consulting 2)Gallagher Fiduciary Advisors,LLC;investment related;2850 Golf Road,Rolling Meadows,IL 60008;llc;investment advisor representative;4/2023;140 hrs/month;6 hrs during trading;investment consulting

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Griffin Gordon Vehar'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

April 27, 2023 - Present

GALLAGHER FIDUCIARY ADVISORS, LLC

Office #1: 323 West Lakeside Ave., Ste. 410, Cleveland, OH 44102

RIA

CRD#: 146509

Cleveland, OH

Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 323 West Lakeside Ave Ste 410, Cleveland, OH 44113

RIA

CRD#: 23131

Cleveland, OH

Past

April 24, 2023 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Cleveland, OH

Past

July 15, 2021 - December 5, 2022

MARCUM WEALTH, LLC

RIA

CRD#: 134628

CLEVELAND, OH

Past

November 4, 2019 - July 19, 2021

LPL FINANCIAL LLC

CRD#: 6413

CLEVELAND, OH

Past

March 14, 2018 - August 8, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

ALBANY, NY

Past

August 15, 2015 - March 6, 2018

UBS FINANCIAL SERVICES INC.

CRD#: 8174

ALBANY, 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

Michigan
(8/23/2024)

IAR

Ohio
(4/27/2023)

Ohio
(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 66

Date: 10/6/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/8/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/2015

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)

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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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Advisor Monitoring

Firm Stability Insights

Griffin G. Vehar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Griffin Gordon Vehar's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

MARCUM WEALTH, LLC

LPL FINANCIAL LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

GALLAGHER FIDUCIARY ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/6/2015

SIE

Date: 8/8/2018

Series 7

Date: 8/15/2015

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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