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Matthew Edward Gallagher

Apella Wealth

West Hartford, CT

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Current Employers
Apella Wealth

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-15
CT RA APPROVED 2021-08-21
  • TX RA
    APPROVED_RES
    Since 2025-05-15
  • CT RA
    APPROVED
    Since 2021-08-21

Branch Locations

65 Memorial Drive Suite C340, West Hartford, CT 06107 • 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
Vintech Management Services Torrington CT 08/2013 05/2017
University Of Connecticut Waterbury CT 08/2013 05/2017
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2017 09/2019
Northwestern Mutual Investment Services Llc West Hartford CT 05/2017 09/2019
Northwestern Mutual Wealth Management Company Milwaukee WI 09/2017 09/2019
Apella Wealth West Hartford CT 10/2019 Present
  • 08/2013 → 05/2017
    Vintech Management Services
    Torrington, CT
  • 08/2013 → 05/2017
    University Of Connecticut
    Waterbury, CT
  • 05/2017 → 09/2019
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 05/2017 → 09/2019
    Northwestern Mutual Investment Services Llc
    West Hartford, CT
  • 09/2017 → 09/2019
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 10/2019 → Present
    Apella Wealth
    West Hartford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-21
S63 Uniform Securities Agent State Law Examination 2017-06-09
  • S65 Uniform Investment Adviser Law Examination
    2021-08-21
  • S63 Uniform Securities Agent State Law Examination
    2017-06-09
Designations
Other Names
  • Matt Gallagher

View on SEC IAPD

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Alexis Jankauskas
ROBERT MARK BORKOWSKI

Other Offices

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC · WEST HARTFORD, CT
COMMONWEALTH FINANCIAL NETWORK · West Hartford, CT
JANNEY MONTGOMERY SCOTT LLC · West Hartford, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
CETERA INVESTMENT ADVISERS LLC · WEST HARTFORD, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
PRIME CAPITAL FINANCIAL · West Hartford, CT
THE PATRIOT FINANCIAL GROUP, LLC · WEST HARTFORD, CT

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