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

Jul 26, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jul 26, 2007

First registration

Jul 30, 2007

Dual registered

no

Other names

CARLY FRANCES PRENTICE|CARLY FRANCES KLEIN|Carly Frances Prentice Bell|Carly Frances Prentice Bell

IAPD individual key

5395767

• Occurred

  Sep 8, 2025
  Advisor changed firm

  Carly Frances Prentice Bell left Creative Planning for Gallagher Fiduciary Advisors, Llc (registered 2026-07-16)

  Form ADVobserved 4 days ago
• Occurred

  Apr 11, 2022
  Advisor changed firm

  Carly Frances Prentice Bell left Lockton Investment Advisors, Llc for Creative Planning (registered 2021-12-19)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ba25f164-fe10-5908-1e22-daeb6ab577af

First observed

Jul 30, 2007

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.