Kyle Christopher Gallagher

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 11/2017 → 12/2017
  Morgan Shull
  Portland, OR
• 08/2017 → 11/2017
  Amazon
  Hillsboro, OR
• 05/2017 → 08/2017
  Unemployed
  Beaverton, OR
• 08/2015 → 05/2017
  Northwest Staple Supply
  Lake Oswego, OR
• 05/2018 → 10/2018
  Northwestern Mutual Investment Services Llc
  Portland, OR
• 12/2017 → 10/2018
  Morgan Shull
  Portland, OR
• 10/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, OR
• 11/2018 → Present
  Bank Of America, N.A.
  Portland, OR

Previous Registrations

• 2018-06-27 → 2018-10-26
  Northwestern Mutual Investment Services, Llc
  Portland, OR

Other Businesses

I*124258 For profit or not for profit: For-Profit Organization Name of outside business organization: Kyle Gallagher Investment related: No Address of business: Lake Oswego, Oregon 97035 Nature of business: Sole Proprietorship Position, title, association: Part-Time, Start date of relationship: 7/1/2019 Number of hours devoted: 5 hours Monthly Number of hours devoted during trading hours: 0 Duties: I would like to be able to sell some used clothes online using apps such as poshmark, ebay, ect. I*: 2620265 Entity Type: Fiduciary role Name of OBA: Gallagher Family Trust Address: Corvallis, OR 97330 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 07/14/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Successor Trustee/ Parents

Exams

• S66 Uniform Combined State Law Examination
  2018-06-26
• S63 Uniform Securities Agent State Law Examination
  2008-01-04

Other Names

• Kyle Gallagher
• Kyle Christopher Gallagher
• Kyle C Gallagher