Grace Gallagher has been an investment adviser representative at Zynergy Retirement Planning since February 2024, and is not listed among the firm’s executive officers or direct owners. Grace Gallagher holds a Bachelor of Science in Finance from Fairfield University.
Zynergy Retirement Planning is a Red Bank, NJ firm with $173M under management, 172 clients and 3 advisers in one office, as of its June 2026 filing.
Grace Gallagher is General Manager of Zynergy Retirement Planning. She began her career with Zynergy as an intern and moved into a full-time role as an Assistant Planner, supporting the financial planning process through analysis and coordination. She later moved into management and oversight of business operations at the firm.
- Zynergy Retirement PlanningCurrent– present · 2 yearsRed Bank, NJ · Adviser representative · Firm CRD 143861
Investment adviser representative registrations
Grace Gallagher is registered as an investment adviser representative in 2 states. The first approvals date from February 2024; the most recent is Texas, in June 2024.
- New JerseySince 23 February 2024
- TexasSince 21 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 February 2024 |
| SIE | Securities Industry Essentials Examination | 11 August 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Grace Elizabeth Gallagher
- CRD
- 7819348
- Firm
- Zynergy Retirement Planning · CRD 143861
- Office
- 10 NJ-35, Red Bank, NJ 07701
- Registration
- Investment adviser registration
- In the industry since
- February 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- zynergyretirement.com
Where does Grace Gallagher work?
Grace Gallagher is an investment adviser representative registered through Zynergy Retirement Planning since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Grace Gallagher a financial advisor?
Yes. Grace Gallagher has a current investment-adviser registration in New Jersey and Texas, through Zynergy Retirement Planning since February 2024.
How many years of experience does Grace Gallagher have?
Grace Gallagher has 2 years in the financial industry, since February 2024, across 1 adviser firm.
What exams has Grace Gallagher passed?
Grace Gallagher has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in August 2023.
Where is Grace Gallagher based?
Grace Gallagher’s registered office is in Red Bank, NJ.
Is Grace Gallagher registered with FINRA?
No. Grace Gallagher has no current broker registration.
How can I verify Grace Gallagher’s record?
Search CRD 7819348 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Grace Gallagher’s full registration record.
