Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Madera is a financial advisor with over 30 years of experience in the industry. Anthony has worked with Gallagher Fiduciary Advisors, LLC since April 2022. Prior to that, Anthony was a retirement plan consultant for Gallagher Benefit Services and NFP Securities Inc. Anthony provides financial planning, investment management, pension consulting, and portfolio management for both individuals and businesses.
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
PA
01/09/2024 - Present
Gallagher Fiduciary Advisors, LLC (Berwyn PA)
PA
03/29/2022 - 08/23/2024
TRIAD ADVISORS LLC (Berwyn PA)
NY
04/23/2007 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (NEW YORK NY)
PA
01/01/1997 - 10/17/2006
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (SCRANTON PA)
NJ
05/01/1993 - 01/01/1997
PRUDENTIAL RETIREMENT SERVICES, INC. (NEWARK NJ)
NJ
03/19/1993 - 05/01/1993
PRUDENTIAL ASSET MANAGEMENT COMPANY SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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