Claim Profile
MG

Marc David Galligan

ZAIS GROUP LLC·RED BANK, New Jersey
Unclaimed Profile
2 BRIDGE AVE., SUITE #322, RED BANK, NJ 07701-1106CRD# 4492143Firm CRD# 108371
01

About

Marc David Galligan is a registered financial advisor based in RED BANK, New Jersey, affiliated with ZAIS GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ZAIS GROUP LLC
ZAIS GROUP
AUM
$6.0B
Regulatory assets under management
Employees
47
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: COLLATERAL MANAGEMENT FEES
Regulatory
SEC/IARD CRD# 4492143
Firm CRD# 108371
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in RED BANK?

Browse all registered financial advisors in RED BANK, New Jersey or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Marc David Galligan offer?
Marc David Galligan specializes in Retirement Planning, Wealth Management. Contact their office in RED BANK, New Jersey for a consultation.
What are Marc David Galligan's credentials?
Marc David Galligan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc David Galligan located?
Marc David Galligan is based in RED BANK, New Jersey, working with ZAIS GROUP LLC. Their office serves clients in the RED BANK metropolitan area and surrounding communities.
How does Marc David Galligan charge for services?
Marc David Galligan's firm is compensated through percentage of aum, performance-based fees, other: collateral management fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZAIS GROUP LLC?
ZAIS GROUP LLC has approximately 47 employees and manages $6.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty