MG
MG

Michael Gallagher

40 Years of Experience
Chicago, IL
Broker

Michael Gallagher is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

233 South Wacker Drive, Suite 8600, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael serves as a trustee or co-trustee for two trusts in Chicago since 2010 and 2012. These activities are investment-related and require minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Salomon Brothers INC.Broker
January 1998 - September 1998 · 8 mos
Citigroup Global Markets INC.
December 1997 - June 2009 · 11 yrs 6 mos
Citigroup Global Markets INC.Broker
June 1990 - June 2009 · 19 yrs
Shearson Lehman Hutton INC.Broker
July 1985 - July 1990 · 5 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Gallagher - Financial Advisor | TrueAdvisor