Francis P Gallagher

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2005 → 01/2024
  Woodbury Financial Services
  Springfield, NJ
• 01/2024 → Present
  Osaic Wealth, Inc.
  Mountainside, NJ

Previous Registrations

• 2005-11-02 → 2024-01-19
  Woodbury Financial Services, Inc.
  Mountainside, NJ
  Springfield, NJ

Other Businesses

1) BLUE RIBBON EQUITIES GROUP LLC; POSITION: MANAGING MEMBER; NATURE: LLC; INVESTMENT RELATED: YES; NUMBER OF HOURS: 1; SECURITIES TRADING HOURS: 0; START DATE: 04/07/2015; ADDRESS: 1136 SPRINGFIELD AVE, MOUNTAINSIDE NJ 07092; DESCRIPTION: BLUE RIBBON EQUITIES GROUP LLC IS THE ENTITY I BOUGHT THE OFFICE MY FIRM IS LOCATED. GALLAGHER FINANCIAL SERVICES PAYS RENT TO BLUE RIBBON EQUITIES. 2) GALLAGHER FINANCIAL SERVICES CORPORATION POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 05/18/2001 ADDRESS: 1136 SPRINGFIELD AVE, Mountainside NJ 07092, United States DESCRIPTION: Property and Casualty Insurance 3) KENWOOD STABLES POSITION: Co-Owner NATURE: Horse Racing INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/05/2017 ADDRESS: 57 South Main Street, Neptune NJ 07753, United States DESCRIPTION: Co-owner of thoroughbred horses. Other owners are not clients.

Exams

• S66 Uniform Combined State Law Examination
  2001-07-16
• S63 Uniform Securities Agent State Law Examination
  1992-11-19

Other Names

• Francis Paul Gallagher