Gallagher Flynn Financial Advisors LLC

Gallagher Flynn Financial Advisors LLC (CRD# 116135) is a financial advisory firm headquartered in South Burlington, VT. They manage $71,950,697 in 89 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $808,435
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NH, VT

Financial Advisors at Gallagher Flynn Financial Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Diane E. Donohue
CRD#: 1503310
55 Community Drive, Suite 401, South Burlington, VT 05403
93
Wealthminder
score

Diane Donohue (CRD# 1503310) is an Investment Advisor Representative working at Gallagher Flynn Financial Advisors LLC in South Burlington, VT and has over 19 years of experience in the finance industry.

2
James L. Donohue
CRD#: 3059069
55 Community Drive, Suite 401, South Burlington, VT 05403
93
Wealthminder
score

James Donohue (CRD# 3059069) is an Investment Advisor Representative working at Gallagher Flynn Financial Advisors LLC in South Burlington, VT and has over 18 years of experience in the finance industry.

3
Joseph S. Piasecki
CRD#: 4495270
55 Community Drive, Suite 401, South Burlington, VT 05403
93
Wealthminder
score

Joseph Piasecki (CRD# 4495270) is an Investment Advisor Representative working at Gallagher Flynn Financial Advisors LLC in South Burlington, VT and has over 14 years of experience in the finance industry.

4
Gregory G. Bourgea
CRD#: 4490134
77 College Street, Po Box 447, Burlington, VT 05402
87
Wealthminder
score

Gregory Bourgea (CRD# 4490134) is an Investment Advisor Representative working at Gallagher Flynn Financial Advisors LLC in Burlington, VT and has 1 year of experience in the finance industry.

5
Michael S. Keller
CRD#: 4490133
77 College Street, Po Box 447, Burlington, VT 05402
87
Wealthminder
score

Michael Keller (CRD# 4490133) is an Investment Advisor Representative working at Gallagher Flynn Financial Advisors LLC in Burlington, VT and has 1 year of experience in the finance industry.

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