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Sara Mcneil Gallagher

CHELSEA COUNSEL COMPANY·WOODLAND HILLS, California
Unclaimed Profile
5855 TOPANGA CANYON BLVD., WOODLAND HILLS, CA 91367CRD# 4381734Firm CRD# 110399
01

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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CHELSEA COUNSEL COMPANY
CHELSEA MANAGEMENT COMPANY
AUM
$497M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CHELSEA COUNSEL COMPANY →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4381734
Firm CRD# 110399
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Amit Raz Stavinsky — TAMAR SECURITIES, LLCReza Nmn Zamani — STEELPEAK WEALTH, LLCMaziar Nmn Esmailbeigi — STEELPEAK WEALTH, LLCAlireza Nmn Zamani — STEELPEAK WEALTH, LLCMarieanne Jorajuria — PROMETHEUS ACCESS ADMINISTRATOR, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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