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Katherine Michelle Gallagher

ALPHA QUANT ADVISORS, LLC·IRVING, Texas
Series 65Clean record14 years registeredALPHA QUANT ADVISORS, LLC
220 EAST LAS COLINAS BOULEVARD, IRVING, TX 75039-5500CRD# 5985440Firm CRD# 285855

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katherine Michelle Gallagher · IRVING, TX
Registration
CRD #5985440 · ALPHA QUANT ADVISORS, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

PROCYON
Mar 2025 – present
CYPRESS CAPITAL GROUP
Jul 2020 – Mar 2025
NEW YORK, NY
ALPHA QUANT ADVISORS, LLC
Dec 2016 – Jun 2020
IRVING, TX
CREST INVESTMENT PARTNERS LLC
Jan 2012 – Dec 2016
PALM BEACH, FL
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 20, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALPHA QUANT ADVISORS, LLC
CRD 285855 · SEC 801-108673
AUM
$100M
Regulatory assets under management
Employees
10
138 client accounts
Services offered by ALPHA QUANT ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at ALPHA QUANT ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Katherine Michelle Gallagher offer?
Katherine Michelle Gallagher specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in IRVING, Texas for a consultation.
What are Katherine Michelle Gallagher's credentials?
Katherine Michelle Gallagher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Michelle Gallagher located?
Katherine Michelle Gallagher is based in IRVING, Texas, working with ALPHA QUANT ADVISORS, LLC. Their office serves clients in the IRVING metropolitan area and surrounding communities.
How does Katherine Michelle Gallagher charge for services?
Katherine Michelle 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 ALPHA QUANT ADVISORS, LLC?
ALPHA QUANT ADVISORS, LLC has approximately 10 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALPHA QUANT ADVISORS, LLC

Massimo Santicchia
IRVING, TX

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