William F Gallagher

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

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

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

Current Employers

Employment History

• 07/2007 → 03/2020
  Wbi Investments
  Red Bank, NJ
• 07/2007 → 03/2020
  Hartshorne Group
  Red Bank, NJ
• 12/2010 → 12/2016
  Quasar Distributors, Llc
  Milwaukee, WI
• 01/2017 → 12/2019
  Foreside Fund Services, Llc
  Red Bank, NJ
• 01/2020 → 03/2020
  Millington Securities, Inc.
  Red Bank, NJ
• 05/2019 → 11/2019
  Amazon
  Robbinsville, NJ
• 02/2020 → 01/2021
  Facet Wealth
  Ocean, NJ
• 01/2021 → 03/2025
  Zynergy Retirement Planning
  Red Bank, NJ
• 05/2025 → Present
  Wealth Enhancement Advisory Services
  Ocean, NJ

Previous Registrations

• 2021-05-12 → 2025-03-12
  Zynergy Retirement Planning
  Red Bank, NJ
• 2020-03-05 → 2021-02-22
  Facet
  West Palm Beach, FL
  Ocean, NJ
• 2008-06-20 → 2020-03-23
  Wbi Investments, Llc
  Red Bank, NJ
• 2009-10-12 → 2020-03-23
  Hartshorne Group, Llc
  Red Bank, NJ
• 2003-08-28 → 2007-07-24
  Td Wealth Management Services Inc.
  Piscataway, NJ
  South Plainfield, NJ
  South Plainfield, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-08-31
• S66 Uniform Combined State Law Examination
  2003-08-25

Designations

• Certified Financial Planner

Other Names

• William Francis Gallagher