Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Louis Fenelon is an investment advisor representative with Gallagher Fiduciary Advisors, LLC. David has been working in the financial services industry since 1984. David has experience working with individual clients, businesses, pension plans and other entities. David holds FINRA Series 6, 7, 24, 63, and 66 licenses and is registered with the state of New York. David is also a Certified Financial Planner and Chartered Financial Consultant. David is passionate about helping clients achieve their financial goals and is committed to providing personalized financial advice.
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
NY
04/08/2022 - Present
Gallagher Fiduciary Advisors, LLC (Latham NY)
NY
03/30/2022 - 08/23/2024
TRIAD ADVISORS LLC (Latham NY)
NY
05/07/2012 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Latham NY)
NY
01/03/2006 - 05/14/2012
LPL FINANCIAL LLC (ALBANY NY)
CA
04/01/2005 - 01/09/2006
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IL
06/19/2001 - 04/06/2005
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
SC
01/02/1991 - 06/21/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
GA
07/10/1989 - 01/17/1991
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
03/01/1988 - 04/03/1989
CUNA BROKERAGE SERVICES, INC.
NA
02/25/1986 - 03/09/1988
INTERNATIONAL FINANCIAL SERVICES CAPITAL CORPORATION
NA
05/29/1985 - 02/08/1986
ISFA CORPORATION
NA
07/20/1984 - 06/20/1985
HL SECURITIES, INC.
BOTH
Issued 07/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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