UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
7yrs
Benjamin Esdaile
Financial advisor at Gallagher Fiduciary Advisors
Benjamin Esdaile has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Dallas, Texas. Benjamin has been with Gallagher Fiduciary Advisors since 2025; before that, Benjamin spent a year at Fidelity Personal and Workplace Advisors and three years at Ameriprise Financial Services. Gallagher Fiduciary Advisors offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
Office12750 Merit Drive Suite 1000, Dallas, TX 75251
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$248,122
Advisors at the firm127
States licensed ?1 state
Services through Gallagher Fiduciary Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2025 – nowGallagher Fiduciary Advisors, LLCCurrent firm
- Feb 2024 – Jan 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2021 – 2024Ameriprise Financial Services, LLCPreviously
- Mar 2020 – Feb 2021Waddell & ReedPreviously
Contact Benjamin
(630) 773-3800Firm headquarters in Rolling Meadows, IL. Ask for Benjamin. 12750 Merit Drive Suite 1000Dallas, TX 75251Office · Get directions
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Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Benjamin
How do I contact Benjamin?
Call Gallagher Fiduciary Advisors at (630) 773-3800 and ask for Benjamin Esdaile. Benjamin works from the Dallas, TX office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does Benjamin hold?
Series 66. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Gallagher Fiduciary Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Benjamin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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