Seth
Gallagher

Morgan Stanley

CRD#6176661
Investment Advisor
in New York, NY

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About this Advisor

Seth Gallagher is a financial advisor who works in New York, New York, with a total of 3 years of relevant experience. Gallagher works at Morgan Stanley. Their career trajectory has included roles at Carrington Investment Services LLC, Carrington Holding Company, Morgan Stanley, Morgan Stanley Private Bank, N.A and Carrington Mortgage Holdings, LLC. Gallagher maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey, New York and Texas. Morgan Stanley is a financial advisory firm operating out of Purchase, NY. The company has offices in 930 locations and a total of 28,000 employees. It has $1 trillion in assets under management between its 2,233,188 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees largely depend on which services the firm provides the client. However, fee types billed by Morgan Stanley most likely are comprised of some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

Park Ave Plaza/55 East 52Nd Street 28Th Floor
New York, NY 10055

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

NY Average: 88
Total Number of Accounts

2,233,188

NY Average: 3,892
Average Account Size

$530,659

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Seth Gallagher Work History

Seth has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Morgan Stanley

2019 - Present (5 years)

Morgan Stanley Private Bank, N.A

2014 - 2014 (< 1 year)

Carrington Mortgage Holdings, LLC

2013 - 2014 (1 year)

Carrington Investment Services LLC

2013 - 2018 (5 years)

Carrington Holding Company

*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 Seth 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 Morgan Stanley

Allan House
Baltimore, MD
Johnny Williams
Columbia, SC
Russell Huebschle
Oakland, CA
Ellen Spitz
Garden City, NY
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

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 profile-compliance@smartasset.com.

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