AdFi
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William Michael Deyoung

Investment Adviser Representative at GALLAGHER FIDUCIARY ADVISORS, LLC

East Hartford, CTCRD #4720194Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
11 states
Exams Passed
4

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 11 states
ConnecticutMaineMassachusettsNew HampshireNew JerseyNew YorkNorth CarolinaPennsylvaniaRhode IslandVermontVirginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/15/2020
Series 63
Uniform Securities Agent State Law Examination
Passed 12/9/2003
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/25/2003

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
4/22/2022East Hartford, CT
KESTRA ADVISORY SERVICES, LLC
6/19/20203/31/2022Windsor, CT

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. William Michael Deyoung 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.

William Michael Deyoung - Financial Advisor in East Hartford, CT | AdvisorFinder