Katherine Michelle Gallagher
Investment adviser representative at Procyon
14 yearsExperience
1 stateRegistered in
$9.2BFirm assets
9 yearsFirm 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
Experience
14 years in the industry.
- ProcyonMar 2025 to now
- Procyon Advisors, LLCMar 2025 to now
- Alpha Quant Models LLCJun 2020 to now
- Cypress Capital GroupJun 2020 to Mar 2025
- Alpha Quant Advisors, LLCDec 2016 to Jun 2020
- Crest Investment Partners LLCJan 2012 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (NY).
Procyon
Legal name: Procyon Advisors, LLC
$9.2BAssets managed
3,048Clients
54Advisers
9 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
- 5985440
- Firm CRD
- 288239