Michael Gallagher, financial advisor Morgan Hill CA
90 score

Michael Gallagher

CRD Number: 6302939
Current Firm: Opes Advisors, Inc.

Michael Gallagher (CRD# 6302939) is an Investment Advisor Representative working at Opes Advisors, Inc. in Morgan Hill, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Opes Advisors Morgan Hill, CA Sep 2013 - Current 4
Western Bancord Morgan Hill, CA Jan 2011 - Sep 2013 2
Avantis Capitol Morgan Hill, CA Feb 2004 - Dec 2010 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Michael J. Gallagher
Phone Number: 408-831-5804
Registered State(s):
  • CA
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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