Joseph Gallagher, financial advisor Plymouth MA
93 score

Joseph Gallagher

CRD Number: 1272606
Current Firm: Evercore Wealth Management, LLC

Joseph Gallagher (CRD# 1272606) is an Investment Advisor Representative working at Evercore Wealth Management, LLC in Plymouth, MA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Evercore Wealth Management, LLC New York, NY Feb 2009 - Current 7
Retired Plymouth, MA Feb 2008 - Current 8
Ust Securities Corp. Princeton, NJ Apr 1984 - Feb 2008 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Contact Info for Joseph A. Gallagher
Phone Number: 212-822-7620
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    6,213
    MILLIONS
  • Total Number of Accounts
    2,403
    ACCOUNTS
  • Average Account Value
    $2,585,406
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MN, MT, NC, ND, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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