Karpus Investment Management
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About this Advisor
Corey Gallahan is a certified financial planner based in Pittsford, New York with 1 year of relevant experience. Gallahan is on the advisory team at Karpus Investment Management. Their career trajectory has included roles at Sauberan & Co, Facet Wealth, Morgan Stanley and Karpus Investment Management. Gallahan has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida, New York and Texas. Karpus Investment Management is a registered investment firm operating out of Pittsford, NY. It has a total of 41 employees. It manages $4 billion in assets under management between its 2,248 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 49 charitable organizations. Of its 2,248 accounts, 34% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm performs a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management typically depend on which services are provided. Fee types billed by Karpus Investment Management typically consist of asset-based fees.
Certifications and Registrations
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Karpus Investment Management Brokerage Details
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Corey Gallahan Work History
Corey has been registered as a financial advisor for 1 years.*
Karpus Investment Management
Sauberan & Co
*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.
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
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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.