William Gallagher, financial advisor Red Bank NJ

William Gallagher

CRD Number: 4520337
Current Firm: Zynergy Retirement Planning

William Gallagher (CRD# 4520337) is an Investment Advisor Representative working at Zynergy Retirement Planning in Red Bank, NJ and has over 20 years of experience in the finance industry. William 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
Millington Securities, Inc. Red Bank, NJ Jan 2020 - Current 4
Wbi Investments Red Bank, NJ Jul 2007 - Current 16
Facet Wealth Ocean, NJ Feb 2020 - Jan 2021 < 1
Hartshorne Group Red Bank, NJ Jul 2007 - Feb 2020 12
Foreside Fund Services, LLC Red Bank, NJ Jan 2017 - Dec 2019 2
Amazon Robbinsville, NJ May 2019 - Nov 2019 < 1
Quasar Distributors, LLC Milwaukee, WI Dec 2010 - Dec 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S66 NASAA Uniform Combined State Law Examination Aug 2003
Contact Info for William F. Gallagher
Phone Number: 7328229719
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    131
    MILLIONS
  • Total Number of Accounts
    596
    ACCOUNTS
  • Average Account Value
    $219,822
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
Types of Clients
Registered States

NJ, NY

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