SG

Shannon Marie Gallagher

8 Years of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
77 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only

Height Analytics' annual investment advisory fees range from approximately $50,000 to $1,000,000 per year per client. The exact fee is negotiated on a case-by-case basis and depends on the level of services provided. Clients may terminate their relationship at any time without penalty, and any pre-paid fees are refunded on a pro-rata basis.

Areas of Practice
Investment Management
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Advisor Information

Office location

1401 New York Ave Nw, Suite 700, Washington, DC, 20005

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Shannon works as an associate at Height Analytics, LLC and Height Securities, LLC, selling research and analysis services. These activities are investment-related and take about half of Shannon's time.

Employment History
Current Registrations
Height Analytics, LLC
August 2018 - Present · 7 yrs 5 mos
Height Capital MarketsBroker
March 2018 - Present · 7 yrs 10 mos
Previous Registrations
Capital One Advisors, LLC
April 2017 - March 2018 · 11 mos
Capital One Investing, LLCBroker
December 2016 - March 2018 · 1 yr 3 mos
State Registrations3 states
DCMDVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Shannon Marie Gallagher - Financial Advisor | AdvisorDiscover