Corey
Gallahan

Karpus Investment Management

CRD#7350577
Investment Advisor
in Pittsford, NY

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About this Advisor

Corey Gallahan is a financial advisor based in Pittsford, New York, working with Karpus Investment Management. Corey has previously held positions at Sauberan & Co, Facet Wealth, Morgan Stanley, and Karpus Investment Management. Corey has passed the Series 66 regulatory exam and is registered to provide services in Florida, New York, and Texas. Currently, Corey is part of Karpus Investment Management, which operates out of Pittsford, New York. The firm has 1 office and 39 employees. The firm manages assets totaling $3.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Karpus Investment Management includes asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

183 Sully'S Trail
Pittsford, NY 14534

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Karpus Investment Management Brokerage Details

Total Assets Under Management

$3,546,295,967

NY Average: $7,464,549,021
Total Number of Employees

39

NY Average: 88
Total Number of Accounts

2,165

NY Average: 3,892
Average Account Size

$1,638,012

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Corey Gallahan Work History

2022 - Present (3 years)

Karpus Investment Management

2021 - 2021 (< 1 year)

Facet Wealth

2021 - 2022 (1 year)

Morgan Stanley

2012 - 2021 (9 years)

Sauberan & Co

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Corey Gallahan 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 Karpus Investment Management

Richard Cott
Naples, FL
Christine Porter
Pittsford, NY
Daniel Lippincott
Pittsford, NY
Corey Gallahan
Pittsford, NY
David Angeline
Pittsford, NY
Michael Floccare
Pittsford, NY
David D'Ambrosio
Pittsford, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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