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Matthew Desalvo

Gallagher Fiduciary Advisors, LLC

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About Matthew Desalvo

Matthew Desalvo is a financial advisor with Gallagher Fiduciary Advisors, LLC, a firm based in Rolling Meadows, IL. Matthew has been a registered representative in the financial services industry since May 2022 and has experience with a variety of investment products and services. Matthew previously worked at Triad Advisors, LLC and Independent Financial Group, LLC. Matthew is registered to provide investment advice in Florida, Massachusetts, Minnesota, New Jersey, and New York.

Firm Information

Matthew Desalvo 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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Matthew Desalvo’s Registration & Firm History

NY

07/11/2023 - Present

Gallagher Fiduciary Advisors, LLC (New York NY)

NY

07/19/2023 - 08/23/2024

TRIAD ADVISORS LLC (New York NY)

NY

01/31/2023 - 07/14/2023

INDEPENDENT FINANCIAL GROUP, LLC (BROOKLYN NY)

NY

05/20/2022 - 01/19/2023

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/18/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/20/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/14/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Desalvo.
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