This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

GALLAGHER FIDUCIARY ADVISORS, LLC

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Consultant

Exams

S63

First exam

Jul 25, 2015

First registration

Jun 15, 2015

Dual registered

yes, broker-dealer

IAPD individual key

3174638

• Occurred

  Apr 6, 2022
  Advisor changed firm

  Richard Howard Kudler left Kestra Advisory Services, Llc for Gallagher Fiduciary Advisors, Llc (registered 2022-04-16)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1209ef95-fe2b-4e93-a328-ea19f1c5ab0c

First observed

Jun 15, 2015

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.