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Donald Albert Leese II

Investment Adviser Representative at GALLAGHER FIDUCIARY ADVISORS, LLC

Baton Rouge, LACRD #5564037Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
States Registered
2 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Donald Albert Leese has worked in the securities industry since 2009. They have passed the Series 65, 63, and 6 examinations. They are registered to provide investment advisory services in Louisiana and Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
LouisianaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/19/2013
Series 63
Uniform Securities Agent State Law Examination
Passed 7/27/2009
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/8/2009

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
4/15/2022Baton Rouge, LA
KESTRA ADVISORY SERVICES, LLC
4/20/20163/31/2022Baton Rouge, LA
NFP ADVISOR SERVICES, LLC
7/19/20139/22/2016Baton Rouge, LA

Official records & sources

Data as of June 21, 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. Donald Albert Leese II 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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