Charles Wilson Gallagher

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 11/2009 → Present
  Commonwealth Financial Network
  Waltham, MA
• 11/2009 → Present
  Family Wealth Partners
  Suwanee, GA

Previous Registrations

• 2008-10-01 → 2009-11-13
  J.P. Morgan Securities Llc
  Atlanta, GA
  Atlanta, GA
• 2006-12-11 → 2008-10-01
  J.P. Morgan Securities Inc.
  Atlanta, GA
• 2003-03-21 → 2006-01-19
  Osaic Fa, Inc.
  Atlanta, GA
  Virginia Beach, VA

Other Businesses

1. FAMILY WEALTH PARTNERS, LLC; OWNER; ENTITY CREATED FOR SECURITIES BUSINESS; INVESTMENT RELATED. 2. FIXED INSURANCE; CONDUCTED AT BRANCH LOCATION; INVESTMENT RELATED 3. D&M CAPITAL, LLC, 50% OWNER OF REAL ESTATE HOLDING COMPANY, AT BRANCH LOCATION, INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-24
• S63 Uniform Securities Agent State Law Examination
  1993-05-04

Other Names

• Chuck Gallagher
• Charles W Gallagher