Richard
Gailey

The Strategic Financial Alliance, Inc

CRD#2192928
Investment Advisor
in Lake Mary, FL

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About this Advisor

Richard Gailey is a certified financial planner and chartered financial consultant operating in Lake Mary, Florida with 8 years of industry experience. Gailey is an employee of The Strategic Financial Alliance, Inc. During their career, the advisor has held roles at G. A. Repple & Company and The Strategic Financial Alliance, Inc. Gailey holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Florida and Texas. The Strategic Financial Alliance, Inc is an advisory company operating out of Atlanta, GA. The firm has offices in 38 locations and a total of 72 employees. It has $384 million in assets across its 2,163 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm provides financial advice to one charitable organizations. Of its 2,163 customer accounts, just 3% are associated with high-net-worth clients who have more than $1 million in assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules usually vary depending on the financial services offered. However, fee types charged by The Strategic Financial Alliance, Inc can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

801 International Parkway Floor 5
Lake Mary, FL 32746

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The Strategic Financial Alliance, Inc Brokerage Details

Total Assets Under Management

$384,370,810

FL Average: $3,570,121,308
Total Number of Employees

72

FL Average: 58
Total Number of Accounts

2,163

FL Average: 1,608
Average Account Size

$177,703

FL Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Richard Gailey Work History

Richard has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

The Strategic Financial Alliance, Inc

1996 - 2014 (18 years)

G. A. Repple & Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Richard Gailey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Strategic Financial Alliance

Darla Main
Pittsburgh, PA
Christy Horlacher
Myrtle Beach, SC
Gregory Wales
Atlanta, GA
Lori Allison
Fairfax, VA
Matthew Lowery
Myrtle Beach, SC
Scott Levy
Peachtree Corners, GA
Andrea Albu
Atlanta, GA
Amy Rubin
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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