Maxwell N. Gallagher

24ACRES

REDONDO BEACH, CA

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CRD#: 6857898

Professional summary

Maxwell Newton Gallagher, CFP®, who also goes by Max Gallagher, is a registered financial advisor currently at 24ACRES located in Redondo Beach, California.

Maxwell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Maxwell has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Max 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.

manages private residential real estate. Approximately five hours a week are spent on this other business activity

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maxwell Newton 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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

March 14, 2025 - Present

24ACRES

RIA

CRD#: 334532

REDONDO BEACH, CA

Past

May 6, 2021 - January 27, 2025

BRIGHTON JONES LLC

RIA

CRD#: 108601

Newport Beach, CA

Past

November 20, 2017 - April 13, 2021

DFA SECURITIES LLC

CRD#: 10292

SANTA MONICA, CA

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
(3/14/2025)

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

Series 63

Date: 4/20/2018

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: 11/20/2017

General Securities Representative Examination

Current Firm

24ACRES

24ACRES | 24ACRES, LLC | 24ACRES WEALTH, LLC

CRD#: 334532 / SEC#:

California

Registered Investment Advisory firm - (3/14/2025 Approved)

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Contact information

Main Address

Redondo Beach, CA

Mailing Address

Phone number

(484) 798-4434

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Maxwell N. Gallagher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maxwell Newton Gallagher's CRS (Customer Relationship Summary).

Certified licenses

Experience

24ACRES

BRIGHTON JONES LLC

DFA SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/20/2018

SIE

Date: 10/1/2018

Series 7

Date: 11/20/2017

Current Firm

24ACRES

Contact information

Documents

Red Flags

Company Information

24ACRES

TRUST BUT VERIFY

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