Blbb Advisors
46yrs
Top advisor by experience in Montgomeryville
11yrs
Brian Gallagher is a fiduciary financial advisor in Montgomeryville, Pennsylvania, with 11 years in the industry. Brian joined Blbb Advisors in 2015, a firm offering financial planning, investment management, and retirement plan consulting. Brian holds the CFP® designation.
One of 30 advisors with offices in Montgomeryville, and one of 22 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office103 Montgomery Avenue, Montgomeryville, PA 18936
FirmBlbb Advisors
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$1.78 million
Advisors at the firm20
States licensed ?1 state
Services through Blbb Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowBlbb AdvisorsCurrent firm
Questions to ask Brian
Tailored to Brian’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Blbb Advisors at 215-643-9100 and ask for Brian Gallagher. Brian works from the Montgomeryville, PA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Blbb Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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