AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AL

Abigail M. Lowell

GALLUGI WEALTH MANAGEMENT
North Reading, MA 01864
Some features on this profile are disabled
CRD#: 6591765
AL

Professional summary


Abigail Margaret Lowell, who also goes by Abby Gallugi, Abigail Margaret Gallugi, Abby Lowell, is a registered financial advisor currently at GALLUGI WEALTH MANAGEMENT, LLC located in North Reading, Massachusetts.

Abigail is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Abigail has worked at 2 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Abby Gallugi | Abigail Margaret Gallugi | Abby Lowell

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. Licensed Insurance Professional; same address; less than 5% of business time. 2. Michael J. Gallugi CPA; non investment related; same address; tax and accounting services; 09/2014; 70% of time per month; provide tax and accounting services to clients.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Abigail Margaret Lowell'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

January 24, 2017 - Present

GALLUGI WEALTH MANAGEMENT, LLC

Office #1: 352 Park Street West 206, North Reading, MA 01864
RIA
CRD#: 172748
North Reading, MA
Past

November 12, 2021 - September 26, 2024

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
North Reading, MA

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
Massachusetts
(1/24/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 1/10/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 11/12/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam

Current Firm


GW
GALLUGI WEALTH MANAGEMENT, LLC
GALLUGI WEALTH MANAGEMENT, LLC

CRD#: 172748 / SEC#:

Massachusetts
Registered Investment Advisory firm - (10/22/2014 Approved)
New Hampshire
Registered Investment Advisory firm - (11/20/2014 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
352 Park Street West 206, North Reading, MA 01864
Mailing Address
Phone number
(978) 664-9909
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts170
AUM (Assets Under Management)$ 55,000,000

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


GALLUGI WEALTH MANAGEMENT, LLC

CRD#: 172748North Reading, MA 01864

TRUST BUT VERIFY

Monitor Abigail Lowell

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


TR
Tamara RoseAdvisorCheck Check Mark
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
RR
BOSTON, MA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.