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TG

Timothy B. Gallagher

M&T SECURITIES
New York, NY 10172
Some features on this profile are disabled
CRD#: 3110346
TG

Professional summary


Timothy Brian Gallagher, who also goes by Timothy Gallagher, Timothy Brian Gallagher, is a registered financial professional currently at M&T SECURITIES, INC. located in New York, New York.

Timothy is registered as a RR (Registered Representative) and started their career in finance in 1999. Timothy has worked at 6 firms and has passed the Series 63, Series 82TO, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Timothy Gallagher | Timothy Brian 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 Timothy Brian 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

August 1, 2023 - Present

M&T SECURITIES, INC.

Office #1: Cre (csu) 277 Park Ave, New York, NY 10172
BD
CRD#: 17358
New York, NY
Past

May 13, 2022 - June 9, 2023

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
New York, NY
Past

April 9, 2018 - August 2, 2021

ARCOLA SECURITIES, INC.

BD
CRD#: 147952
NEW YORK, NY
Past

July 7, 2015 - August 5, 2016

MACQUARIE CAPITAL (USA) INC.

BD
CRD#: 36368
NEW YORK, NY
Past

August 12, 2010 - July 5, 2014

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

July 7, 2005 - August 16, 2010

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

July 31, 1999 - July 5, 2005

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
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
California
(9/2/2025)
RR
Colorado
(9/2/2025)
RR
Connecticut
(9/2/2025)
RR
Delaware
(9/2/2025)
RR
District of Columbia
(9/2/2025)
RR
Florida
(9/2/2025)
RR
Georgia
(9/2/2025)
RR
Indiana
(9/2/2025)
RR
Maine
(9/2/2025)
RR
Maryland
(8/1/2023)
RR
Massachusetts
(9/2/2025)
RR
Nevada
(9/2/2025)
RR
New Hampshire
(9/2/2025)
RR
New Jersey
(9/2/2025)
RR
New York
(8/1/2023)
RR
North Carolina
(9/2/2025)
RR
Pennsylvania
(9/2/2025)
RR
Rhode Island
(9/2/2025)
RR
Texas
(9/2/2025)
RR
Vermont
(9/2/2025)
RR
Virginia
(9/2/2025)
RR
Washington
(9/2/2025)
RR
West Virginia
(9/2/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 5/1/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 8/3/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MS
M&T SECURITIES, INC.
M&T DISCOUNT BROKERAGE SERVICES, INC. | M&T SECURITIES, INC.

CRD#: 17358 / SEC#: , 8-35185

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


Main Address
1 Light Street Suite 2000, Buffalo, NY 14202
Mailing Address
1 Light Street, Baltimore, MD 21202
Phone number
(410) 244-4307
Established
New York since 11/13/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
901

FINRA licenses (25 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
M&T BANK CORPORATIONSHAREHOLDER
BRETT, MICHELLE THERESEDIRECTOR7965730
COLLINS, ATWOOD IIIDIRECTOR5634496
DETTMANN, BRIAN JOHNDIRECTOR4659106
GIORGIO, HUGH EVANSDIRECTOR7535939
HOGAN, PAUL JOSEPHDIRECTOR2849151
NEWCOMB, MICHAEL FRANCIS IIDIRECTOR2097837
PETRUS, TANYA MARIEFINOP4848556
REILLY, MICHAEL MACKAYDIRECTOR4575618
REMORENKO, ALEXSANDRACHIEF COMPLIANCE OFFICER5699601
REMORENKO, ALEXSANDRAPRESIDENT5699601

Disclosures


Regulatory Event6
Arbitration1
Bond1

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


M&T SECURITIES, INC.

CRD#: 17358New York, NY 10172

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