Katherine
Gallagher
Cypress Capital Group
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About this Advisor
Katherine Gallagher is a financial advisor based in New York, New York, working with Cypress Capital Group. Katherine has previously held positions at Crest Investment Partners LLC, Alpha Quant Advisors, LLC, Cypress Capital Group, and Alpha Quant Models LLC. Katherine has passed the Series 65 regulatory exam and is registered to provide services in Florida and New York. Currently, Katherine is part of Cypress Capital Group, which operates out of New York, New York. The firm has 4 offices and 9 employees. The firm manages assets totaling $130.4 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Cypress Capital Group includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cypress Capital Group Brokerage Details
$130,431,141
9
152
$858,100
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Katherine Gallagher Work History
Cypress Capital Group
Alpha Quant Models LLC
Crest Investment Partners LLC
Alpha Quant Advisors, LLC
Disclosures
Please visit the SEC profile of Katherine Gallagher 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 Cypress Capital Group
Palm Beach, FL
Palm Beach, FL
New York, NY
Palm Beach, FL
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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