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Yingying Xu

Gallagher Fiduciary Advisors, LLC

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About Yingying Xu

Yingying Xu is an investment advisor representative with Gallagher Fiduciary Advisors, LLC. Yingying has been in the financial services industry since September 2018. Yingying is registered in 13 states. Yingying Xu specializes in providing financial planning, portfolio management and investment consulting services for individuals, businesses, pensions and profit sharing plans and other investment advisors.

Firm Information

Yingying Xu 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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Yingying Xu’s Registration & Firm History

TX

09/25/2023 - Present

Gallagher Fiduciary Advisors, LLC (Houston TX)

TX

09/25/2023 - 08/23/2024

TRIAD ADVISORS LLC (Houston TX)

TX

09/20/2018 - 09/14/2023

EDWARD JONES (MISSOURI CITY TX)

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Licenses & Designations

BOTH

Issued 10/11/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yingying Xu.
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