Connor Gallagher
Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Connor Gallagher? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
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
11 years in the industry.
- Morgan StanleyOct 2025 to now
- UnemployedMay 2025 to Oct 2025
- Bank of America Merrill LynchJun 2024 to Aug 2024
- WelltowerJun 2023 to Aug 2023
- Skylight Financial GroupJun 2022 to Aug 2022
- Inverness ClubApr 2022 to Aug 2022
- Miami UniversityAug 2021 to May 2025
- Walt Churchills GroceryMar 2021 to Jun 2021
- St. Francis De Sales High SchoolAug 2017 to May 2021
- Saint Joan of Arc SchoolJan 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 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
- 7586243
- Firm CRD
- 149777