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Joseph Michael Gallagher

Sage Financial Group Inc.

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About Joseph Michael Gallagher

Joseph Michael Gallagher is a financial advisor with Sage Financial Group Inc. located in WEST CONSHOHOCKEN, PA. Joseph Michael Gallagher has been a registered representative since 2013 and has a Series 7, Series 99, Series 63 and SIE license. Joseph Michael Gallagher specializes in providing financial planning, portfolio management, and selection of other advisors. Joseph Michael Gallagher has previously worked at J.P. MORGAN SECURITIES LLC and J.P. MORGAN CHASE BANK, NA.

Firm Information

Joseph Gallagher is currently registered with Sage Financial Group Inc.. Sage Financial Group Inc. is an investment advisor based in WEST CONSHOHOCKEN, PA. The firm manages over $3.2 billion in assets for a variety of clients, including high net worth individuals, charitable organizations, and pooled investment vehicles. Sage Financial Group Inc. offers a range of services, including financial planning, portfolio management, and selection of other advisors. They also manage portfolios for individuals, businesses, and pooled investment vehicles.
Sage Financial Group Inc.

FIVE TOWER BRIDGE

WEST CONSHOHOCKEN, PA 19428

$3.21B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Joseph Gallagher’s Registration & Firm History

PA

03/17/2021 - Present

Sage Financial Group Inc. (WEST CONSHOHOCKEN PA)

PA

09/26/2013 - 08/28/2017

J.P. MORGAN SECURITIES LLC (PHILADELPHIA PA)

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Licenses & Designations

BC

Issued 08/26/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/28/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2014

Series 7 - General Securities Representative Examination

BC

Issued 09/26/2013

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Michael Gallagher.
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