Brian Patrick Gallagher
Financial advisor at Blb&b Advisors, LLC · Montgomeryville, PA
Last updated 2026-10-10
Claim your profileBrian Patrick Gallagher is a financial advisor at Blb&b Advisors, LLC in Montgomeryville, PA, CRD 6432001. Licenses and exams on the registration: Series 66. IAPD registration began 2015-08-12.
Registration
- CRD number
- 6432001
- Registration status
- Active
- IAPD registration
- 2015-08-12
- Industry Experience
- 11 years
- Work Experience
- 11 years
- States registered
- PA
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2015-01 to 2019-11 · Burke, Lawton, Brewer & Burke, LLC · Ambler, PA
- 2015-01 to Present · Blb & B Advisors, LLC · Montgomeryville, PA
Current employment
- Blbb Advisors · Montgomeryville, PA
Blb&b Advisors, LLC
- Regulatory AUM
- $3,255,397,467
- Registered advisors
- 20
- Offices
- 2
- Clients per advisor
- 81.6 (Moderate)
- Average AUM per client
- $2M (Low)
- High-net-worth client ratio
- 41.5% (Moderate)
Blb&b Advisors, LLC: advisors, services and reported ETF investments
About
Brian Patrick Gallagher is a CFP® financial advisor at Blbb Advisors, operating as Blb&b Advisors, LLC in Montgomeryville, PA. Reported securities licenses include Series 66. The latest record indicates 11 years of industry experience and 11 years of reported work history.
Blb&b Advisors, LLC's firm-level Form ADV reports 20 advisors across 2 offices; approximately 81.6 clients per advisor, average assets per client of $1,994,729, and regulatory AUM of $3.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, and Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $1.7B across 109 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Brian Patrick Gallagher personally.
Reported ETF positions
Blb&b Advisors reports 109 ETF positions worth $1.7B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VEA — Vanguard FTSE Developed Markets ETF | $254.8M |
| IVV — iShares Core S&P 500 ETF | $226.9M |
| IJH — iShares Core S&P Mid-Cap ETF | $204.4M |
| VWO — Vanguard FTSE Emerging Markets ETF | $167.6M |
| DJP — iPath Bloomberg Commodity Index Total Return ETN | $102.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Blb&b Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $226.9M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $226.9M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $82.1M | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $1.5M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Blb&b Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Location
103 Montgomery Avenue, Montgomeryville, PA 18936
20 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 215-643-9100
- Website: blbbadvisors.com
- Youtube
Official record
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