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Paul Yu

Gallagher Fiduciary Advisors, LLC

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About Paul Yu

Paul Yu is a financial advisor with Gallagher Fiduciary Advisors, LLC. Paul is a registered investment advisor in Texas and has been in the industry since 2019. Paul has experience working with a variety of clients, including individuals, corporations, and retirement plans. Paul has a Series 63, Series 65, and Series 6TO license, and has previously worked at Triad Advisors LLC and Kestra Investment Services, LLC.

Firm Information

Paul Yu 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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Paul Yu’s Registration & Firm History

TX

04/18/2022 - Present

Gallagher Fiduciary Advisors, LLC (Houston TX)

TX

03/29/2022 - 08/23/2024

TRIAD ADVISORS LLC (Houston TX)

TX

11/15/2019 - 03/31/2022

KESTRA INVESTMENT SERVICES, LLC (HOUSTON TX)

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Licenses & Designations

IA

Issued 09/25/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/01/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/19/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Yu.
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