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Matthew Gallagher

Advisor at Odinic Advisors LLC

Updated today

Firm

Odinic Advisors LLC

Location

Plympton, MA

Credentials

Series 66

Industry experience

12 years

About

Matthew Gallagher is a financial advisor at Odinic Advisors LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Gallagher Brokerage and Waddell & Reed. In addition to his advisory role, Gallagher is a licensed attorney and provides tax planning and consulting services during tax season. Odinic Advisors is a small independent registered investment adviser primarily serving individual clients, including high-net-worth individuals, charitable organizations, and business entities. The firm offers customized financial planning and portfolio management using a combination of fundamental and technical analysis across various asset classes.

Client services

Based on Odinic Advisors LLC

Financial planning Portfolio management

Expertise

Based on Odinic Advisors LLC

Divorce financial planning

Occupation focus

Based on Odinic Advisors LLC

Attorney Founder/Business Owner

Fee options

Fixed

Financial planning fixed fee ranges from $500 to $2,500, negotiable

Project-based

$300 per hour

Location

Plympton, MA

Most active in

Massachusetts

Work history

Gallagher Brokerage

2022 - Present (4 years)

Odinic Advisors LLC

2016 - Present (10 years)

BNI Nemasket

2015 - 2017 (2 years)

Various Insurance Carriers For W&R Insurance Agencies

2013 - 2016 (3 years)

Waddell & Reed, Inc.

2013 - 2016 (3 years)

UMASS Boston

2013 - 2019 (6 years)

Gallagher Brokerage

2007 - 2016 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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