Unclaimed Profile

Sara Mcneil Gallagher

CHELSEA COUNSEL COMPANY·WOODLAND HILLS, California

Clean recordCHELSEA COUNSEL COMPANY

5855 TOPANGA CANYON BLVD., WOODLAND HILLS, CA 91367CRD# 4381734Firm CRD# 110399

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sara Mcneil Gallagher · WOODLAND HILLS, CA

Registration

CRD #4381734 · CHELSEA COUNSEL COMPANY

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sara Mcneil Gallagher is a registered financial advisor based in WOODLAND HILLS, California, affiliated with CHELSEA COUNSEL COMPANY. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

CHELSEA COUNSEL COMPANY

CHELSEA MANAGEMENT COMPANY

AUM

$497M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHELSEA COUNSEL COMPANY →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4381734

Firm CRD# 110399

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sara Mcneil Gallagher offer?

Sara Mcneil Gallagher specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WOODLAND HILLS, California for a consultation.

What are Sara Mcneil Gallagher's credentials?

Sara Mcneil Gallagher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sara Mcneil Gallagher located?

Sara Mcneil Gallagher is based in WOODLAND HILLS, California, working with CHELSEA COUNSEL COMPANY. Their office serves clients in the WOODLAND HILLS metropolitan area and surrounding communities.

How does Sara Mcneil Gallagher charge for services?

Sara Mcneil Gallagher's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHELSEA COUNSEL COMPANY?

CHELSEA COUNSEL COMPANY has approximately 8 employees and manages $497M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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