Terence E. Gallagher

FARTHER

New Yorkn, NY 10007

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CRD#: 2368103

Professional summary

Terence Edward Gallagher is a registered financial advisor currently at FARTHER located in New Yorkn, New York.

Terence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Terence has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 3 and Series 55 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ALLIED WEALTH PARTNERS POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 06/01/2016 ADDRESS: , Martinsville NJ , United States DESCRIPTION: Agent/Broker

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terence Edward Gallagher's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 20, 2024 - Present

FARTHER

Office #1: 4 World Trade Center 29th Floor Suite 2937, New Yorkn, NY, 10007

RIA

CRD#: 302050

New Yorkn, NY

Past

August 10, 2023 - March 12, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

MARTINSVILLE, NJ

Past

August 10, 2023 - March 12, 2024

CETERA WEALTH SERVICES, LLC

CRD#: 13572

Martinsville, NJ

Past

December 8, 2016 - August 10, 2023

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

Martinsville, NJ

Past

June 23, 2016 - August 10, 2023

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

Martinsville, NJ

Past

March 7, 2008 - March 29, 2010

KAUFMAN BROS., L.P.

CRD#: 37909

NEW YORK, NY

Past

January 26, 2007 - July 11, 2007

FIS BROKERAGE & SECURITIES SERVICES LLC

CRD#: 104162

BOLINGBROOK, IL

Past

September 9, 2002 - February 3, 2005

CROWN FINANCIAL GROUP, INC.

CRD#: 540

JERSEY CITY, NJ

Past

June 27, 2002 - September 18, 2002

RUMSON CAPITAL, LLC

CRD#: 33848

MONTEBELLO, NY

Past

August 20, 1996 - March 12, 2002

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

CRD#: 3466

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(2/20/2024)

IAR

New York
(2/20/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/29/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/24/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/23/2016

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 6/24/2009

National Commodity Futures Examination

General Industry/Product Exam

Series 55

Date: 6/1/1998

Limited Representative-Equity Trader Exam

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Terence E. Gallagher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terence Edward Gallagher's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

KAUFMAN BROS., L.P.

FIS BROKERAGE & SECURITIES SERVICES LLC

CROWN FINANCIAL GROUP, INC.

RUMSON CAPITAL, LLC

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 66

Date: 8/29/2016

Series 63

Date: 9/24/1996

SIE

Date: 10/1/2018

Series 7

Date: 6/23/2016

Series 3

Date: 6/24/2009

Series 55

Date: 6/1/1998

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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