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Benjamin Esdaile

Investment Adviser Representative at GALLAGHER FIDUCIARY ADVISORS, LLC

Dallas, TXCRD #5821839Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
States Registered
10 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 10 states
FloridaMarylandMinnesotaMississippiNew JerseyNorth CarolinaTexasVirginiaWest VirginiaWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/11/2020
Series 7
General Securities Representative Examination
Passed 1/29/2020
SIE
Securities Industry Essentials Examination
Passed 10/5/2019

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

Gallagher Fiduciary Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

GALLAGHER FIDUCIARY ADVISORS, LLCCurrent
1/23/2025Dallas, TX
FIDELITY PERSONAL AND WORKPLACE ADVISORS
2/21/20241/21/2025Middleton, WI
AMERIPRISE FINANCIAL SERVICES, LLC
2/19/20212/6/2024Madison, WI
WADDELL & REED
3/11/20202/24/2021Madison, WI

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Benjamin Esdaile has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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