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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)20 years in industry

ADAM JOHN MILORO

Advisor at GALLAGHER FIDUCIARY ADVISORS, LLC

Boston, MA

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Search this name across graphsid dfx:ria:c589fe96-9335-c3c1-849b-5ee8eaee3c7f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 6, 2013 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: Feb 6, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Feb 6, 2006
First registration: May 6, 2013
Dual registered: yes, broker-dealer
Other names: ADAM J MILORO
IAPD individual key: 4664430

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	Jun 8, 2022	n/a	yes	Boston, MA	Current employment
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	May 25, 2016	Mar 31, 2022	no	BOSTON, MA	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Apr 5, 2016	Sep 22, 2016	no	AUSTIN, TX\|BOSTON, MA\|Boston, MA	Previous registration
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	May 6, 2013	Apr 1, 2014	no	BOSTON, MA	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
KESTRA ADVISORY SERVICES, LLC	GALLAGHER FIDUCIARY ADVISORS, LLC	Mar 31, 2022	Jun 8, 2022	69	Bulk transfer	Other
NFP ADVISOR SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Sep 22, 2016	May 25, 2016	-120	Bulk transfer	Other
INDEPENDENT FINANCIAL PARTNERS	NFP ADVISOR SERVICES, LLC	Apr 1, 2014	Apr 5, 2016	735	Firm change after gap	Other

Relationships

Registered with (4)

→ GALLAGHER FIDUCIARY ADVISORS, LLCRegistered adviserregistration: current employment
Jun 8, 2022 to presentfactForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
May 25, 2016 to Mar 31, 2022factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Apr 5, 2016 to Sep 22, 2016factForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
May 6, 2013 to Apr 1, 2014factForm ADV

Dated events

No dated event names this entity yet.