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CG

Christopher J. Gallagher

GALLAGHER WEALTH MANAGEMENT
DANVILLE, CA 94526
Some features on this profile are disabled
CRD#: 2847397
CG

Professional summary


Christopher James Gallagher, who also goes by Chris Gallagher, is a registered financial advisor currently at GALLAGHER WEALTH MANAGEMENT located in Danville, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Christopher has worked at 2 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Chris Gallagher

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.
1. James Gallagher 2008 Trust / Trustee / Acts as co-trustee with 2 other family members / Spends roughly 1 hour a month on duties related to this.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher James 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

March 19, 2012 - Present

GALLAGHER WEALTH MANAGEMENT

Office #1: 500 La Gonda Way Suite 200, Danville, CA 94526
RIA
CRD#: 161266
DANVILLE, CA
Past

December 31, 1997 - March 30, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
DANVILLE, CA
Past

March 13, 1997 - March 30, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
DANVILLE, CA

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".
GW
GALLAGHER WEALTH MANAGEMENT
G WEALTH, INC | GALLAGHER WEALTH MANAGEMENT, INC | GALLAGHER WEALTH MANAGEMENT

CRD#: 161266 / SEC#: 801-131231

RIA
Registered Investment Advisory firm - (10/1/2024 Approved)
California
Registered Investment Advisory firm - (11/28/2024 Terminated)
Texas
Registered Investment Advisory firm - (10/29/2024 Terminated)

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
California
(3/19/2012)
IAR
Texas
(2/26/2014)

Exams


State Security Law Exam
RR
Series 63
Date: 3/21/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GW
GALLAGHER WEALTH MANAGEMENT
G WEALTH, INC | GALLAGHER WEALTH MANAGEMENT, INC | GALLAGHER WEALTH MANAGEMENT

CRD#: 161266 / SEC#: 801-131231

RIA
Registered Investment Advisory firm - (10/1/2024 Approved)
California
Registered Investment Advisory firm - (11/28/2024 Terminated)
Texas
Registered Investment Advisory firm - (10/29/2024 Terminated)
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Contact information


Main Address
500 La Gonda Way Suite 200, Danville, CA 94526
Mailing Address
Phone number
(925) 831-3043
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GWM - FORM ADV PART 2A - FIRM BROCHURE (6/26/2025)

Regulatory assets under management


Total Number of Accounts379
AUM (Assets Under Management)$ 110,607,323

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.

Company Information


GALLAGHER WEALTH MANAGEMENT

CRD#: 161266Danville, CA 94526

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