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RIA / WealthAdvisorCertified Financial Planner18 years in industry

EDWARD JOSEPH MACPHEE

Advisor at GALLAGHER FIDUCIARY ADVISORS, LLC

San Diego, CA

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Search this name across graphsid dfx:ria:b0002166-4a9f-615c-8619-e76ecabe4ec4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: May 18, 2010 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Oct 1, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: May 17, 2010
First registration: May 18, 2010
Dual registered: no
Other names: EDWARD MAC PHEE|EDWARD JOSEPH MAC PHEE|Eddie MacPhee|EDWARD JOSEPH MAC PHEE
IAPD individual key: 5476050

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GALLAGHER FIDUCIARY ADVISORS, LLC	Institutional manager	Jul 21, 2026	n/a	yes	San Diego, CA	Current employment
SECURE INVESTMENT MANAGEMENT, LLC	Independent wealth	Nov 8, 2024	Aug 14, 2026	no	TUCSON, AZ\|San Diego, CA	Previous registration
CANTER WEALTH	Independent wealth	Feb 7, 2024	Sep 25, 2024	no	LA JOLLA, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 18, 2010	Sep 29, 2022	no	SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SECURE INVESTMENT MANAGEMENT, LLC	GALLAGHER FIDUCIARY ADVISORS, LLC	Aug 14, 2026	Jul 21, 2026	-24	Firm change	Other
CANTER WEALTH	SECURE INVESTMENT MANAGEMENT, LLC	Sep 25, 2024	Nov 8, 2024	44	Firm change	RIA to RIA
LPL FINANCIAL LLC	CANTER WEALTH	Sep 29, 2022	Feb 7, 2024	496	Firm change after gap	RIA to RIA

Relationships

Registered with (4)

→ GALLAGHER FIDUCIARY ADVISORS, LLCRegistered adviserregistration: current employment
Jul 21, 2026 to presentfactForm ADV
→ SECURE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 8, 2024 to Aug 14, 2026factForm ADV
→ CANTER WEALTHRegistered adviserregistration: previous registration
Feb 7, 2024 to Sep 25, 2024factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 18, 2010 to Sep 29, 2022factForm ADV

Dated events

Occurred
Aug 14, 2026
Advisor changed firm
Edward Joseph Macphee left Secure Investment Management, Llc for Gallagher Fiduciary Advisors, Llc (registered 2026-07-21)
Form ADVobserved 4 days ago
Occurred
Sep 25, 2024
Advisor changed firm
Edward Joseph Macphee left Canter Wealth for Secure Investment Management, Llc (registered 2024-11-08)
Form ADVobserved 4 days ago
Occurred
Sep 29, 2022
Advisor changed firm
Edward Joseph Macphee left Lpl Financial Llc for Canter Wealth (registered 2024-02-07)
Form ADVobserved 4 days ago