Best Investors Account Sign in
Inactive

Joseph Michael Gallagher

Sage Financial Group Inc.

West Conshohocken, PA

Claim This Profile
Current Employers
Sage Financial Group Inc.

Five Tower Bridge 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-03-17
  • PA RA
    APPROVED
    Since 2021-03-17

Branch Locations

Five Tower Bridge 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428 • 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
J.P. Morgan Securities Llc Philadelphia PA 06/2010 08/2017
J.P. Morgan Services Inc. Eimination Company Newark DE 06/2010 08/2017
J.P. Morgan Chase Bank, Na Philadelphia PA 01/2017 08/2017
Sage Financial Group, Inc. West Conshohocken PA 08/2017 Present
  • 06/2010 → 08/2017
    J.P. Morgan Securities Llc
    Philadelphia, PA
  • 06/2010 → 08/2017
    J.P. Morgan Services Inc. Eimination Company
    Newark, DE
  • 01/2017 → 08/2017
    J.P. Morgan Chase Bank, Na
    Philadelphia, PA
  • 08/2017 → Present
    Sage Financial Group, Inc.
    West Conshohocken, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-08-26
  • S63 Uniform Securities Agent State Law Examination
    2014-08-26
Designations

View on SEC IAPD

Other Firms

VERDIS INVESTMENT MANAGEMENT, LLC
BARTON INVESTMENT MANAGEMENT, LLC
RH TAILWIND MANAGEMENT, LLC
MATTERHORN CAPITAL ADVISORS, LLC
GKFO, LLC
MEREO CAPITAL PARTNERS, LLC
MORGAN STANLEY AIP GP LP
AVONWOOD CAPITAL MANAGEMENT LLC

Other Investors

HENRY BARTON RILEY
JANNA MARTINELLI FORTE
MICHAEL DONALD JONES
JAMES MCCALL TATLOW
CHRISTOPHER CHARLES GECZY
Charles Herman
ANDREW J GIANNONE
Patrick Andrew Tucci

Other Offices

VERDIS INVESTMENT MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
BARTON INVESTMENT MANAGEMENT, LLC · W. CONSHOHOCKEN, PA
RH TAILWIND MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
MATTERHORN CAPITAL ADVISORS, LLC · WEST CONSHOHOCKEN, PA
GKFO, LLC · W. CONSHOHOCKEN, PA
MEREO CAPITAL PARTNERS, LLC · CONSHOHOCKEN, PA
MORGAN STANLEY AIP GP LP · WEST CONSHOHOCKEN, PA
AVONWOOD CAPITAL MANAGEMENT LLC · WEST CONSHOHOCKEN, PA

More in West Conshohocken, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor