Connor 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

• 10/2025 → Present
  Morgan Stanley
  Chicago, IL
• 06/2024 → 08/2024
  Bank Of America Merrill Lynch
  Chicago, IL
• 04/2022 → 08/2022
  Inverness Club
  Toledo, OH
• 06/2023 → 08/2023
  Welltower
  Toledo, OH
• 08/2021 → 05/2025
  Miami University
  Oxford, OH
• 03/2021 → 06/2021
  Walt Churchills Grocery
  Holland, OH
• 08/2017 → 05/2021
  St. Francis De Sales High School
  Toledo, OH
• 01/2015 → 08/2017
  Saint Joan Of Arc School
  Toledo, OH
• 05/2025 → 10/2025
  Unemployed
  Chicago, IL
• 06/2022 → 08/2022
  Skylight Financial Group
  Toledo, OH

Exams

• S66 Uniform Combined State Law Examination
  2025-10-13

Other Names

• Connor Patrick Gallagher
• Connor P Gallagher