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Advisors / Massachusetts / Wakefield
4yrs

Ryan Gallagher

Financial advisor at Gallagher Fiduciary Advisors

Based in Wakefield, Massachusetts, Ryan Gallagher is a fiduciary financial advisor with 4 years of industry experience. Ryan has been with Gallagher Fiduciary Advisors since 2024. Gallagher Fiduciary Advisors offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.

One of 139 advisors with offices in Wakefield, and one of 116 fiduciaries.

Wakefield, MA 01880Fiduciary advisor

At a glance

Experience4 years (since 2022)
How that compares ?4 years in the industry
Office500 Edgewater Drive, Wakefield, MA 01880
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$248,122
Advisors at the firm127
States licensed ?1 state

Services through Gallagher Fiduciary Advisors

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now

Questions to ask Ryan

Tailored to Ryan’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Ryan

How do I contact Ryan?

Call Gallagher Fiduciary Advisors at (630) 773-3800 and ask for Ryan Gallagher. Ryan works from the Wakefield, MA office.

How long has Ryan been a financial advisor?

Ryan has been in the industry since 2022, about 4 years. 4 years in the industry.

What licenses does Ryan hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Ryan a fiduciary?

Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ryan paid?

Gallagher Fiduciary Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ryan 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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