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SG

Stephen R. Gallagher

BAYSHORE PARTNERS
HOUSTON, TX
Some features on this profile are disabled
CRD#: 2908057
SG

Professional summary

Stephen Ryan Gallagher, who also goes by Stephe Gallagher, is a registered financial professional currently at BAYSHORE PARTNERS, LLC located in Houston, Texas.

Stephen is registered as a RR (Registered Representative) and started their career in finance in 1997. Stephen has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Stephe 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Stephen Ryan Gallagher's 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

August 6, 2018 - Present

BAYSHORE PARTNERS, LLC

BD
CRD#: 131546
HOUSTON, TX
Past

July 1, 2003 - May 17, 2016

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
HOUSTON, TX
Past

June 12, 2000 - July 1, 2003

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

June 17, 1997 - October 19, 1998

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(9/10/2018)
RR
Texas
(8/23/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 8/21/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/3/1997
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BP
BAYSHORE PARTNERS, LLC
BAYSHORE PARTNERS, LLC

CRD#: 131546 / SEC#: , 8-66480

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
550 S. Andrews Avenue Suite 330, Fort Lauderdale, FL 33301
Mailing Address
550 S. Andrews Avenue Suite 330, Fort Lauderdale, FL 33301
Phone number
(954) 358-3800
Established
Florida since 02/19/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (37 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
BAYSHORE PARTNERS HOLDINGS, LLCSOLE MEMBER
FARLIE, CRAIG LEITZOWMANAGING MEMBER/REGISTERED PRINCIPAL2016594
SMITH, RYANCHIEF COMPLIANCE OFFICER4596415
TURNER, MICHAEL FRANCISMANAGING MEMBER/FINOP/DESIGNATED PRINCIPAL2777639

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

BAYSHORE PARTNERS, LLC

CRD#: 131546Houston, TX

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