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Sarah E Gallagher

Facet

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About Sarah E Gallagher

Sarah Gallagher is a financial advisor who has been working in the industry for over 20 years. Sarah Gallagher is currently registered with Facet Wealth and provides financial planning and portfolio management services to individuals and high-net-worth clients. Sarah Gallagher is a Certified Financial Planner and holds the Series 7, Series 31, Series 63, and Series 65 licenses. Sarah Gallagher has experience working at several other firms including UBS Financial Services Inc. and Morgan Stanley Smith Barney.

Firm Information

Sarah Gallagher is currently registered with Facet. Facet is an investment advisor headquartered in BALTIMORE, MD with approximately $1 billion - $10 billion in assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 58 investment advisor representatives and 34,597 total accounts.
Facet

400 EAST PRATT STREET

BALTIMORE, MD 21202

$3.87B

Assets Under Management

2,957

Total Clients

71

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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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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Sarah Gallagher’s Registration & Firm History

MD

06/22/2022 - Present

Facet (BALTIMORE MD)

GA

02/27/2015 - 07/08/2015

UBS FINANCIAL SERVICES INC. (ATLANTA GA)

GA

06/15/2012 - 12/23/2013

UBS FINANCIAL SERVICES INC. (ATLANTA GA)

GA

06/01/2009 - 07/13/2012

MORGAN STANLEY SMITH BARNEY (ALPHARETTA GA)

GA

05/23/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (ALPHARETTA GA)

GA

02/21/2003 - 06/12/2008

CITIGROUP GLOBAL MARKETS INC. (ALPHARETTA GA)

SC

08/16/2001 - 02/12/2003

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

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Licenses & Designations

IA

Issued 12/16/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/27/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/08/2015

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 08/13/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah E Gallagher.
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