Joseph A. Gallagher
Investment adviser representative at Axient Investment Advisors LLC
12 yearsExperience
2 statesRegistered in
$454MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Axient Investment Advisors LLCFeb 2026 to now
- Stonex Securities IncMay 2014 to now
- Stonex Advisors IncJun 2016 to Feb 2026
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Axient Investment Advisors LLC
$454MAssets managed
768Clients
14Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4676228
- Firm CRD
- 336722