Shawn Patrick Gallagher
Investment adviser representative at Frisch Financial Group, Inc.
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$931.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Frisch Financial Group, Inc.May 2015 to now
- Frisch FinancialMar 2015 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, TX).
Frisch Financial Group, Inc.
$931.6MAssets managed
601Clients
6Advisers
23 yearsIn 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
- 4821553
- Firm CRD
- 126524