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RIA / WealthAdvisorCertified Financial Planner23 years in industry

DAVID ADAMS GALLMAN

Advisor at PORTSIDE WEALTH GROUP, LLC

Sandy, UT | PROVO, UT

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Search this name across graphsid dfx:ria:04ebf401-baec-16bb-41eb-d9fb55da0034

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Dec 9, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PORTSIDE WEALTH GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 6, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 6, 2002
First registration: Dec 9, 2002
Dual registered: no
Other names: David A. Gallman|David Gallman
IAPD individual key: 4590700

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PORTSIDE WEALTH GROUP, LLC	Independent wealth	May 9, 2023	n/a	yes	Sandy, UT\|PROVO, UT	Current employment
TOWNSQUARE CAPITAL, LLC	Asset manager	Feb 8, 2021	Jun 13, 2023	no	LEHI, UT\|Sandy, UT	Previous registration
LONE PEAK ADVISERS	Independent wealth	Oct 30, 2018	Mar 23, 2020	no	DRAPER, UT	Previous registration
LEGACY WEALTH MANAGEMENT, LLC	Independent wealth	Oct 6, 2017	Oct 31, 2018	no	SANDY, UT\|BOISE, ID	Previous registration
FIRST CAPITAL ADVISORS GROUP, LLC	Former SEC adviser	Dec 9, 2016	Feb 22, 2017	no	Salt Lake City, UT	Previous registration
MERCER GLOBAL ADVISORS INC.	Independent wealth	Sep 22, 2015	Apr 20, 2016	no	Santa Barbara, CA	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Oct 11, 2011	Sep 25, 2015	no	ARLINGTON, VA\|SANDY, UT	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Sep 14, 2009	Aug 8, 2011	no	SANDY, UT	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Dec 9, 2002	Jun 12, 2009	no	SOUTH JORDAN, UT\|MIDVALE, UT\|SANDY, UT\|SALT LAKE CITY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TOWNSQUARE CAPITAL, LLC	PORTSIDE WEALTH GROUP, LLC	Jun 13, 2023	May 9, 2023	-35	Bulk transfer	RIA to new firm
LONE PEAK ADVISERS	TOWNSQUARE CAPITAL, LLC	Mar 23, 2020	Feb 8, 2021	322	Firm change	RIA to RIA
LEGACY WEALTH MANAGEMENT, LLC	LONE PEAK ADVISERS	Oct 31, 2018	Oct 30, 2018	-1	Firm change	RIA to RIA
FIRST CAPITAL ADVISORS GROUP, LLC	LEGACY WEALTH MANAGEMENT, LLC	Feb 22, 2017	Oct 6, 2017	226	Firm change	Other
MERCER GLOBAL ADVISORS INC.	FIRST CAPITAL ADVISORS GROUP, LLC	Apr 20, 2016	Dec 9, 2016	233	Firm change	Other
E*TRADE CAPITAL MANAGEMENT, LLC	MERCER GLOBAL ADVISORS INC.	Sep 25, 2015	Sep 22, 2015	-3	Firm change	Other
NEW ENGLAND SECURITIES CORPORATION	E*TRADE CAPITAL MANAGEMENT, LLC	Aug 8, 2011	Oct 11, 2011	64	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	NEW ENGLAND SECURITIES CORPORATION	Jun 12, 2009	Sep 14, 2009	94	Firm change	Other

Relationships

Registered with (9)

→ PORTSIDE WEALTH GROUP, LLCRegistered adviserregistration: current employment
May 9, 2023 to presentfactForm ADV
→ TOWNSQUARE CAPITAL, LLCRegistered adviserregistration: previous registration
Feb 8, 2021 to Jun 13, 2023factForm ADV
→ LONE PEAK ADVISERSRegistered adviserregistration: previous registration
Oct 30, 2018 to Mar 23, 2020factForm ADV
→ LEGACY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 6, 2017 to Oct 31, 2018factForm ADV
→ FIRST CAPITAL ADVISORS GROUP, LLCRegistered adviserregistration: previous registration
Dec 9, 2016 to Feb 22, 2017factForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Sep 22, 2015 to Apr 20, 2016factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 11, 2011 to Sep 25, 2015factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Sep 14, 2009 to Aug 8, 2011factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Dec 9, 2002 to Jun 12, 2009factForm ADV

Dated events

No dated event names this entity yet.