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Elizabeth Ann Boyd

Gallagher Fiduciary Advisors, LLC

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About Elizabeth Ann Boyd

Elizabeth Ann Boyd is a financial professional with over 10 years of experience in the industry. Currently, Elizabeth works as a retirement plan associate at Gallagher Fiduciary Advisors, LLC, where she provides investment consulting services. Elizabeth is a licensed investment advisor representative in Ohio. Before joining Gallagher Fiduciary Advisors, Elizabeth worked at TRIAD ADVISORS LLC and KESTRA INVESTMENT SERVICES, LLC in various roles.

Firm Information

Elizabeth Boyd is currently registered with Gallagher Fiduciary Advisors, LLC. Gallagher Fiduciary Advisors, LLC is an investment advisory firm based in Rolling Meadows, IL. With over 160 employees, the firm provides a variety of advisory services including financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. They manage over $10 billion in assets for a diverse clientele including individuals, corporations, pension plans, and other institutions.
Gallagher Fiduciary Advisors, LLC

2850 GOLF ROAD

ROLLING MEADOWS, IL 60008

$10.24B

Assets Under Management

1,900

Total Clients

103

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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see schedule d misc. for explanation

See schedule d misc. for explanation

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Elizabeth Boyd’s Registration & Firm History

OH

07/12/2022 - Present

Gallagher Fiduciary Advisors, LLC (Cleveland OH)

OH

03/31/2022 - 08/23/2024

TRIAD ADVISORS LLC (Cleveland OH)

TX

11/18/2021 - 03/31/2022

KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)

OH

05/12/2014 - 10/20/2021

NYLIFE SECURITIES LLC (CLEVELAND OH)

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Licenses & Designations

IA

Issued 07/01/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/24/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Ann Boyd.
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