Karpus Investment Management

Investment Advisor
in Pittsford, NY

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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


Years Registered*

1 year

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


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


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


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

Corey has been registered as a financial advisor for 1 years.*

2022 - Present (1 year)

Karpus Investment Management

2021 - 2021 (< 1 year)

Facet Wealth

2021 - 2022 (1 year)

Morgan Stanley

2012 - 2021 (9 years)

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

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

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

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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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