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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard E. Desmond is an Investment Advisor Representative with Gallagher Fiduciary Advisors, LLC. Gerard has been in the financial services industry since 2000 and has a strong track record of success in helping clients achieve their financial goals. Gerard holds a Series 6, Series 63, Series 26, and SIE licenses and is registered with FINRA and the state of Pennsylvania. Gerard has a deep understanding of the financial markets and a commitment to providing clients with personalized advice and guidance. Gallagher Fiduciary Advisors, LLC is a leading provider of retirement plan consulting and investment management services. The firm is committed to providing clients with comprehensive, unbiased, and fiduciary advice. Gerard's clients benefit from the firm's expertise and resources.
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.
1
2
PA
01/09/2024 - Present
Gallagher Fiduciary Advisors, LLC (Berwyn PA)
PA
04/01/2022 - 08/23/2024
TRIAD ADVISORS LLC (Berwyn PA)
NJ
08/21/2007 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (PRINCETON NJ)
NY
09/09/2004 - 06/11/2007
HAMILTON CAVANAUGH & ASSOCIATES, INC. (WHITE PLAINS NY)
NY
05/09/2002 - 06/23/2004
CHARLES W. CAMMACK ASSOCIATES, INC. (NEW YORK NY)
NY
04/25/2001 - 04/29/2002
QUICK & REILLY, INC. (NEW YORK NY)
PA
06/27/2000 - 04/25/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
IA
Issued 09/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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