MD
Matthew Desalvo
GALLAGHER FIDUCIARY ADVISORS
New York, NY 10017
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CRD#: 7526353
MD
Professional summary
Matthew Desalvo is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in New York, New York and OSAIC WEALTH, INC. located in New York, New York.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Matthew has worked at 7 firms and has passed the Series 66, Series 7TO and SIE 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 Fiduciary Advisors;investment related;300 Madison Ave., Flr. 28, New York, NY 10017;provide clients investment advice and assist in meeting their financial goals,assist in retirement plan de-risking opportunities;financial advisor;1/3/2023;144 hrs/month;126 hrs during trading;service clients by being their financial advisor,answer their questions,develop a financial plan,and fulfill any trade requests they may have 2) Gallagher Benefit Services, Inc. (Insurance producer);investment related;300 Madison Ave., Flr 28, New York, NY 10017;provide insurance and annuity products as a fiduciary through registered representative responsibilities;6/30/2023;16 hrs/month;14 hrs during trading;ensure the clients have a need for insurance or annuity within the states I am bound to offer insurance in,and ensure that the client is in the correct product to meet their financial goals
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Desalvo'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
July 11, 2023 - Present
GALLAGHER FIDUCIARY ADVISORS, LLC
Office #1: 300 Madison Ave., Floor 28, New York, NY 10017RIA
CRD#: 146509
New York, NY
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 300 Madison Ave Floor 28, New York, NY 10017RIA
BD
CRD#: 23131
New York, NY
Past
July 19, 2023 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
New York, NY
Past
January 31, 2023 - July 14, 2023
INDEPENDENT FINANCIAL GROUP, LLC
BD
CRD#: 7717
BROOKLYN, NY
Past
January 30, 2023 - May 19, 2023
F3LOGIC, LLC
RIA
CRD#: 289863
Brooklyn, NY
Past
May 20, 2022 - January 19, 2023
ALLIANCEBERNSTEIN L.P.
RIA
CRD#: 108477
NEW YORK, NY
Past
May 20, 2022 - January 19, 2023
SANFORD C. BERNSTEIN & CO., LLC
BD
CRD#: 104474
NEW YORK, 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".
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
Florida(8/23/2024)
IAR
Massachusetts(8/22/2023)
RR
Minnesota(8/23/2024)
RR
New Jersey(8/23/2024)
IAR
New York(7/11/2023)
RR
New York(8/23/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/20/2022
General Securities Representative ExaminationGeneral 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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Check for any disclosures as part of your thorough research when choosing an advisor.
