Andrew Gallagher (CRD# 6370483) is an Investment Advisor Representative working at Morgan Stanley in New York, NY and has over 8 years of experience in the finance industry. Andrew 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.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | New York, NY | Apr 2023 - Current | < 1 |
| Morgan Stanley Private Bank, N.a | New York, NY | Apr 2023 - Current | < 1 |
| First Republic Securities Company, LLC | New York, NY | Jul 2020 - Apr 2023 | 2 |
| First Republic Investment Management, Inc. | New York, NY | Jul 2020 - Apr 2023 | 2 |
| Jp Morgan Chase Bank, N.a. | New York, NY | Jan 2016 - Jul 2020 | 4 |
| Jp Morgan Securities LLC | New York, NY | Jan 2016 - Jul 2020 | 4 |
| Axa Advisors, LLC | New York, NY | Aug 2015 - Jul 2020 | 4 |
| Prospects Sports Corporation | Farmingdale, NY | May 2016 - Aug 2016 | < 1 |
| Unemployed | Merrick, NY | Mar 2015 - Aug 2015 | < 1 |
| National Legacy Group | Wilton, CT | Feb 2015 - Mar 2015 | < 1 |
| Unemployed | Merrick, NY | Aug 2014 - Feb 2015 | < 1 |
| Oppenheimer & Company | Manhattan, NY | Jul 2014 - Aug 2014 | < 1 |
| Morgan Stanley Smith Barney LLC | Paramus, NJ | Jun 2014 - Jul 2014 | < 1 |
| Unemployed | Merrick, NY | Jan 2014 - Jun 2014 | < 1 |
| Donnelly Mechanical | Queens, NY | Feb 2010 - Jan 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
| S63 | Uniform Securities State Law Examination | Jul 2015 |
- NY
- TX
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Total Assets Under Management1,185,061MILLIONS
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Total Number of Accounts2,233,188ACCOUNTS
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Average Account Value$530,659
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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