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Garrett Pittman

Gallagher Fiduciary Advisors, LLC

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About Garrett Pittman

Garrett Pittman is an investment advisor representative with Gallagher Fiduciary Advisors, LLC. Garrett is based in Austin, TX. Garrett has been in the industry since 2001. Previously, Garrett was associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC ONE SECURITIES CORPORATION and Charles Schwab & Co., Inc. Garrett has a Series 7, Series 63 and Series 65 license.

Firm Information

Garrett Pittman 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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Garrett Pittman’s Registration & Firm History

TX

04/26/2022 - Present

Gallagher Fiduciary Advisors, LLC (Austin TX)

NY

04/30/2003 - 08/06/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

IL

07/12/2002 - 03/24/2003

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

TX

01/09/2001 - 12/03/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

IA

Issued 08/23/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 05/12/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/24/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/08/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Garrett Pittman.
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