Katherine Gallagher, financial advisor Palm Beach FL
90 score

Katherine Gallagher

CRD Number: 5985440
Current Firm: Crest Investment Partners LLC

Katherine Gallagher (CRD# 5985440) is an Investment Advisor Representative working at Crest Investment Partners LLC in Palm Beach, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Crest Investment Partners LLC Palm Beach, FL Aug 2011 - Current 5
Mcgraw-hill New York, NY Mar 2000 - Sep 2011 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Katherine M. Gallagher
Phone Number: 561-659-5889
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    80
    MILLIONS
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $679,357
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

FL

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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