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Ryan Gallagher

Gallagher Fiduciary Advisors, LLC

Wakefield, MA

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Current Employers
Gallagher Fiduciary Advisors, Llc

2850 Golf Road, Rolling Meadows, IL 60008 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-04-03
CT RA APPROVED 2024-07-24
  • MA RA
    APPROVED
    Since 2025-04-03
  • CT RA
    APPROVED
    Since 2024-07-24

Branch Locations

500 Edgewater Drive, Wakefield, MA 01880 • 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
Gallagher Fiduciary Advisors, Llc Wakefield MA 06/2024 Present
Morrissey Wealth Management North Haven CT 03/2022 09/2023
Ss&C Technologies Jersey City NJ 11/2021 02/2022
Unemployed Cheshire CT 10/2023 05/2024
Unemployed Cheshire CT 09/2021 10/2021
Full Time Education Fairfield CT 09/2016 08/2021
Osaic Wealth Scottsdale AZ 07/2024 Present
  • 06/2024 → Present
    Gallagher Fiduciary Advisors, Llc
    Wakefield, MA
  • 03/2022 → 09/2023
    Morrissey Wealth Management
    North Haven, CT
  • 11/2021 → 02/2022
    Ss&C Technologies
    Jersey City, NJ
  • 10/2023 → 05/2024
    Unemployed
    Cheshire, CT
  • 09/2021 → 10/2021
    Unemployed
    Cheshire, CT
  • 09/2016 → 08/2021
    Full Time Education
    Fairfield, CT
  • 07/2024 → Present
    Osaic Wealth
    Scottsdale, AZ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-11-27
S65 Uniform Investment Adviser Law Examination 2022-07-29
  • S63 Uniform Securities Agent State Law Examination
    2024-11-27
  • S65 Uniform Investment Adviser Law Examination
    2022-07-29

View on SEC IAPD

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DONALD ALDE JOYAL
BARBARA NAN REED
Michael Bergeron
ERIC RYAN MARTIN

Other Offices

FLAGSHIP WEALTH ADVISORS, LLC. · WAKEFIELD, MA
424 CAPITAL, LLC · WAKEFIELD, MA
OXFORD MARTIN, LLC · WAKEFIELD, MA
MML INVESTORS SERVICES, LLC · WAKEFIELD, MA
OSAIC WEALTH, INC. · WAKEFIELD, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Wakefield, MA
OSAIC WEALTH, INC. · WAKEFIELD, MA
OSAIC WEALTH, INC. · WAKEFIELD, MA

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