Unclaimed Profile

Amy G Mcclary

GALLAGHER FIDUCIARY ADVISORS, LLC·ROLLING MEADOWS, Illinois

Clean recordGALLAGHER FIDUCIARY ADVISORS, LLC

2850 GOLF ROAD, ROLLING MEADOWS, IL 60008CRD# 2244098Firm CRD# 146509

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy G Mcclary · ROLLING MEADOWS, IL

Registration

CRD #2244098 · GALLAGHER FIDUCIARY ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Amy G Mcclary is a registered financial advisor based in ROLLING MEADOWS, Illinois, affiliated with GALLAGHER FIDUCIARY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GALLAGHER FIDUCIARY ADVISORS, LLC

AUM

$10.2B

Regulatory assets under management

Employees

211

Total firm employees

View all advisors at GALLAGHER FIDUCIARY ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2244098

Firm CRD# 146509

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Amy G Mcclary offer?

Amy G Mcclary specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROLLING MEADOWS, Illinois for a consultation.

What are Amy G Mcclary's credentials?

Amy G Mcclary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy G Mcclary located?

Amy G Mcclary is based in ROLLING MEADOWS, Illinois, working with GALLAGHER FIDUCIARY ADVISORS, LLC. Their office serves clients in the ROLLING MEADOWS metropolitan area and surrounding communities.

How does Amy G Mcclary charge for services?

Amy G Mcclary's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GALLAGHER FIDUCIARY ADVISORS, LLC?

GALLAGHER FIDUCIARY ADVISORS, LLC has approximately 211 employees and manages $10.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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