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Detailed Report
Grace Elizabeth Gallagher
Grace Gallagher
CRD#: 7819348
IA
Investment Adviser
ZYNERGY RETIREMENT PLANNINGCRD#: 143861 10 NJ-35
RED BANK, NJ 07701
Registration History
AprJulOct2024AprJulOct2025AprJulOct2026IAZYNERGY RETIREMENT PLANNING (CRD# 143861)2024 - Present (1 year)
License(s)

State Registrations

IA
New Jersey 2/23/2024
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Texas 6/21/2024
Current Registration(s)
IA
ZYNERGY RETIREMENT PLANNING (CRD#:143861)
10 NJ-35, RED BANK, NJ 07701
Registered with this firm since 2/23/2024
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.