AG
CFP
AG
CFP

Andrew Gallagher

10 Years of Experience
New York, NY
Broker

Andrew Gallagher is a CFP-designated registered investment advisor at Morgan Stanley, based in New York, NY, with 10 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

55 East 52nd Street, 28th Floor, New York, NY, 10055

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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

Andrew is a partner in JMAP LLC and a sole proprietor/owner of REIF INV LLC, both real estate businesses established in 2023. He spends minimal time on these activities outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
April 2023 - Present · 3 yrs 1 mo
Morgan Stanley
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
First Republic Securities Company, LLCBroker
July 2020 - May 2023 · 2 yrs 10 mos
First Republic Investment Management, INC.
July 2020 - May 2023 · 2 yrs 10 mos
J.P. Morgan Securities LLC
January 2016 - August 2020 · 4 yrs 7 mos
J.P. Morgan Securities LLCBroker
January 2016 - August 2020 · 4 yrs 7 mos
AXA Advisors, LLCBroker
August 2015 - October 2015 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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