Margaret Gallogly (CRD# 7882477) is an Investment Advisor Representative working at Catalyst Financial Partners in Boston, MA and has 1 year of experience in the finance industry.
CRD# 4927658
Claro Advisors, LLC
CRD# 4999983
Fidelity Personal And Workplace Advisors
CRD# 4999910
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Catalyst Financial Partners | Boston, MA | Jan 2024 - Current | < 1 |
Gw&k Investment Management | Boston, MA | Sep 2021 - Dec 2023 | 2 |
Bny Mellon | Boston, MA | May 2018 - Aug 2021 | 3 |
University Of Connecticut | Storrs, CT | Sep 2014 - May 2018 | 3 |
Washington Trust Company | Westerly, RI | Jun 2015 - Jan 2018 | 2 |
Cvs Pharmacy | North Kingstown, RI | Jan 2014 - Sep 2014 | < 1 |
East Greenwich High School | East Greenwich, RI | Sep 2013 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- MA
- TX
-
Total Assets Under Management827MILLIONS
-
Total Number of Accounts776ACCOUNTS
-
Average Account Value$1,066,117
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, MA, MD, ME, NH, NY, TX, VA
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