Aaron Michael Gallagher

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2025 → Present
  Morgan Stanley
  San Francisco, CA
• 09/2023 → 07/2025
  Douglas Elliman
  Beverly Hills, CA
• 08/2015 → 03/2019
  Town School For Boys
  San Francisco, CA
• 04/2019 → 08/2023
  N/A
  San Francisco, CA

Other Businesses

*660612 - Nevereven LLC; Investment related: No; Diamond Bar, California; Retail/Online Stores; Officer (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 0; Other, Administrative, I started an LLC for e-commerce (wholesale arbritrage) where I provided the start up capital and my friend/ partner was to run the operations. It never went anywhere, but the LLC is still active while my friend tries to scale other stores and may eventually come back to mine.

Exams

• S66 Uniform Combined State Law Examination
  2025-05-31

Other Names

• Aaron Gallagher