Sarah
Gallagher
Facet
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About this Advisor
Sarah Gallagher is a certified financial planner based out of Baltimore, Maryland who has 1 year of relevant experience. Gallagher is on the advisory team at Facet. Their career trajectory has included roles at Ubs Financial Services Inc, Stay At Home Parent, Fulton County Schools and Facet Wealth. Gallagher has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia and Texas. Facet is an advisory company that has its headquarters in Baltimore, MD. It manages $2 billion in assets across its 18,571 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 18,571 client accounts, just 7% belong to high-net-worth investors who have greater than $1 million in investable assets. Facet offers a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees typically are based on the services. However, fee types billed by Facet typically consist of fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Facet Brokerage Details
$1,654,740,781
275
18,571
$89,103
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sarah Gallagher Work History
Sarah has been registered as a financial advisor for 1 years.*
Facet Wealth
Facet Wealth
Fulton County Schools
Stay At Home Parent
Ubs Financial Services Inc
Ubs Financial Services Inc
*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 Sarah Gallagher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Baltimore, MD
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Wrightsville Beach, NC
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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.
