Sarah E Gallagher

Employer firm

Facet CRD 285961

$7.60B regulatory AUM 2,521 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 12/2016
  Stay At Home Parent
  Canton, GA
• 02/2016 → 09/2021
  Fulton County Schools
  Roswell, GA
• 10/2021 → 05/2022
  Facet Wealth
  Baltimore, MD
• 05/2022 → Present
  Facet Wealth
  Baltimore, MD

Previous Registrations

• 2015-03-05 → 2015-07-08
  Ubs Financial Services Inc.
  Atlanta, GA
• 2012-06-19 → 2013-12-23
  Ubs Financial Services Inc.
  Atlanta, GA
• 2009-06-01 → 2012-07-13
  Morgan Stanley
  Alpharetta, GA
• 2008-05-23 → 2009-06-01
  Morgan Stanley & Co. Llc
  Alpharetta, GA
• 2003-09-17 → 2008-06-12
  Citigroup Global Markets Inc.
  Alpharetta, GA
  Alpharetta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-12-16
• S63 Uniform Securities Agent State Law Examination
  2001-09-27

Designations

• Certified Financial Planner

Other Names

• Sarah E. Jones
• Sarah E Gallagher
• Sarah E. Gallagher