Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Torelli is a financial advisor with Gallagher Fiduciary Advisors, LLC. Andrew has been in the industry since 1988 and has experience working with a wide range of clients, including high-net-worth individuals, corporations, pension and profit sharing plans, and individuals other than high-net-worth. Andrew holds the Series 7, Series 63, Series 65, and Series 24 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
See schedule d misc. for explanation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
04/14/2022 - Present
Gallagher Fiduciary Advisors, LLC (Irvine CA)
CA
03/30/2022 - 08/23/2024
TRIAD ADVISORS LLC (Irvine CA)
CA
02/18/2015 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (IRVINE CA)
CA
07/05/2013 - 02/24/2015
ROYAL ALLIANCE ASSOCIATES, INC. (NEWPORT BEACH CA)
CA
09/06/2001 - 07/12/2013
WALNUT STREET SECURITIES, INC. (NEWPORT BEACH CA)
MA
08/24/1988 - 09/12/2001
MANEQUITY, INC. (BOSTON MA)
CA
01/10/1990 - 09/06/2001
DOLPHIN SECURITIES, INC. (SAN MARCOS CA)
CA
04/13/1989 - 01/12/1990
CAPITAL ALLIANCE INVESTMENTS INCORPORATED (IRVINE CA)
MA
09/25/1987 - 04/26/1988
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/10/1969 - 04/25/1988
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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