Shawn Gallagher, financial advisor Melville NY

Shawn Gallagher

CRD Number: 4821553
Current Firm: Frisch Financial Group, Inc.

Shawn Gallagher (CRD# 4821553) is an Investment Advisor Representative working at Frisch Financial Group, Inc. in Melville, NY and has over 16 years of experience in the finance industry. Shawn Gallagher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Frisch Financial Melville, NY Mar 2015 - Current 5
Tiaa Melville, NY Feb 2014 - Feb 2015 1
Tiaa-cref Individual & Institutional Services, LLC Melville, NY Feb 2014 - Feb 2015 1
E*trade Securities LLC Garden City, NY Apr 2011 - Feb 2014 2
E*trade Savings Bank Garden City, NY Apr 2011 - Oct 2013 2
T. Rowe Price Garden City, NY Mar 2007 - Apr 2011 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2004
Contact Info for Shawn P. Gallagher
Phone Number: 516-694-7900
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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