Matthew Gallagher (CRD# 6779130) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has over 6 years of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apella Capital, LLC | Glastonbury, CT | Oct 2019 - Current | 4 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Sep 2017 - Sep 2019 | 2 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2017 - Sep 2019 | 2 |
| Northwestern Mutual Investment Services LLC | West Hartford, CT | May 2017 - Sep 2019 | 2 |
| Vintech Management Services | Torrington, CT | Aug 2013 - May 2017 | 3 |
| University Of Connecticut | Waterbury, CT | Aug 2013 - May 2017 | 3 |
| Vintech Management Services | Torrington, CT | Jun 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2017 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- CT
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Total Assets Under Management3,349MILLIONS
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Total Number of Accounts8,605ACCOUNTS
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Average Account Value$389,195
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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