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Terence Edward Gallagher

Farther

San Francisco, CA

Jersey City, NJ

New Yorkn, NY

CRD 2368103

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Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters

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

Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-02-20
NY RA APPROVED 2024-02-20
  • NJ RA
    APPROVED
    Since 2024-02-20
  • NY RA
    APPROVED
    Since 2024-02-20

Branch Locations

345 California Street Suite 600, San Francisco, CA 94104 • United States

Jersey City, NJ • United States

4 World Trade Center, 29Th Floor Suite 2937, New Yorkn, NY 10007 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allied Wealth Partners Martinsville NJ 09/2016 02/2024
Unemployed Plainview NY 12/2012 09/2016
Cetera Advisor Networks Llc Martinsville NJ 08/2023 02/2024
Cetera Investment Advisers Llc Schaumburg IL 08/2023 02/2024
Farther New York NY 02/2024 Present
  • 09/2016 → 02/2024
    Allied Wealth Partners
    Martinsville, NJ
  • 12/2012 → 09/2016
    Unemployed
    Plainview, NY
  • 08/2023 → 02/2024
    Cetera Advisor Networks Llc
    Martinsville, NJ
  • 08/2023 → 02/2024
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 02/2024 → Present
    Farther
    New York, NY
Previous Registrations
  • 2023-08-10 → 2024-03-12
    Cetera Investment Advisers Llc
    Martinsville, NJ
  • 2016-12-08 → 2023-08-10
    Securian Financial Services, Inc.
    Martinsville, NJ
    St. Paul, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-29
S63 Uniform Securities Agent State Law Examination 1996-09-24
  • S66 Uniform Combined State Law Examination
    2016-08-29
  • S63 Uniform Securities Agent State Law Examination
    1996-09-24

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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