Andrew Peter 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

• 08/2015 → 07/2020
  Axa Advisors, Llc.
  New York, NY
• 01/2016 → 07/2020
  Jp Morgan Chase Bank, N.A.
  New York, NY
• 01/2016 → 07/2020
  Jp Morgan Securities Llc
  New York, NY
• 07/2020 → 04/2023
  First Republic Securities Company, Llc
  New York, NY
• 07/2020 → 04/2023
  First Republic Investment Management, Inc.
  New York, NY
• 04/2023 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 04/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2020-07-31 → 2023-05-01
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
  New York, NY
• 2016-01-14 → 2020-08-06
  J.P. Morgan Securities Llc
  New York, NY

Other Businesses

*OBI - 868 - JMAP LLC ; Investment related - Yes ; New York, New York ; Real Estate ; Partner(proprietor, partner, officer, director, employee, trustee, agent) ; 4/2023 ; During business hours : 0 ; After business hours : 0.5 ; Accounting/Bookkeeping *703 - REIF INV LLC; Investment related: Yes; New York, New York; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 0.5; Real Estate Property

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-25
• S63 Uniform Securities Agent State Law Examination
  2015-07-15

Designations

• Certified Financial Planner

Other Names

• Andrew Gallagher