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Shawn Patrick Gallagher

FRISCH FINANCIAL GROUP, INC.·MELVILLE, New York
Clean recordFRISCH FINANCIAL GROUP, INC.
445 BROAD HOLLOW ROAD, MELVILLE, NY 11747CRD# 4821553Firm CRD# 126524

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shawn Patrick Gallagher · MELVILLE, NY
Registration
CRD #4821553 · FRISCH FINANCIAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Shawn Patrick Gallagher is a registered financial advisor based in MELVILLE, New York, affiliated with FRISCH FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FRISCH FINANCIAL GROUP, INC.
FRISCH FINANCIAL GROUP, INC.
AUM
$721M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at FRISCH FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4821553
Firm CRD# 126524
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shawn Patrick Gallagher offer?
Shawn Patrick Gallagher specializes in Financial Planning, Investment Management. Contact their office in MELVILLE, New York for a consultation.
What are Shawn Patrick Gallagher's credentials?
Shawn Patrick Gallagher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shawn Patrick Gallagher located?
Shawn Patrick Gallagher is based in MELVILLE, New York, working with FRISCH FINANCIAL GROUP, INC.. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.
How does Shawn Patrick Gallagher charge for services?
Shawn Patrick Gallagher's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FRISCH FINANCIAL GROUP, INC.?
FRISCH FINANCIAL GROUP, INC. has approximately 15 employees and manages $721M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FRISCH FINANCIAL GROUP, INC.

Harold Sol Frisch
MELVILLE, NY
Joyce Ann Streithorst
MELVILLE, NY
David Andrew Frisch
MELVILLE, NY
Jason Matthew Sacks
MELVILLE, NY
Denise Jackson
MELVILLE, NY

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