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advisor

Peter Gellman

Palmerston Group Advisors, L.L.C.

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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Peter Gellman

Palmerston Group Advisors, L.L.C.

Peter Gellman, a financial fiduciary has been a Paladin Registry member since 2011. Peter is the owner of Palmerston Group Advisors, L.L.C. Peter provides financial services to clients in the Highland Park, New Jersey area.

I. Snapshot

A. Registry Member
  • Since 2011
B. Years of Experience
  • 14
C. College Degrees
  • University of Toronto - B.A.
  • Osgoode Hall Law School - L.L.B.
  • University of Viriginia - M.A., Ph.D.
  • Oxford and Princeton - Faculty
D. Certifications
  • None
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    My top priority is helping clients clarify and achieve their financial goals. From investing strategy to retirement to estate planning, clients are unique and deserve customized solutions and unbiased expertise, not sales pitches. I taught at Oxford and Princeton for 7 years before founding Palmerston in 1997. My fee-only, research-driven approach to serving clients as an advocate and coach is different from many other advisors (see palmerstongroup.com for detailed information). This approach includes: Building successful relationships by listening, asking & responding to clients; unbiased fee-only services based on client values & objectives, not sale of products; & serving clients using not only my ideas, but the best I can borrow.

G. Asset Requirement
  • $500,000

II. Contact Information

A. Key Contact
  • Did Not Answer
B. Main Location
  • 320 Raritan Avenue
    Suite 302
    Highland Park, New Jersey, 08904
C. Telephone
  • 732.248.5777

III. Internet

IV. Firm(s)

A. Name of Firm
  • Did Not Answer
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Palmerston Group Advisors, L.L.C.
D. Name of Broker/Dealer
  • Did Not Answer
E. Name(s) of Custodian(s)
  • Schwab Institutional

V. Credentials

A. Years of Financial Experience
  • 14 Years
B. College, Degrees, Years
  • University of Toronto - B.A.
  • Osgoode Hall Law School - L.L.B.
  • University of Viriginia - M.A., Ph.D.
  • Oxford and Princeton - Faculty
C. Current Certifications
  • None
D. Association Memberships
  • None

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • Did Not Answer
B. Type of RIA Registration
  • None
C. Industry Licenses
  • Did Not Answer
D. Registration & License Numbers
  • CRD: 4716523
  • IARD: None
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: New Jersey
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    My top priority is helping clients clarify and achieve their financial goals. From investing strategy to retirement to estate planning, clients are unique and deserve customized solutions and unbiased expertise, not sales pitches. I taught at Oxford and Princeton for 7 years before founding Palmerston in 1997. My fee-only, research-driven approach to serving clients as an advocate and coach is different from many other advisors (see palmerstongroup.com for detailed information). This approach includes: Building successful relationships by listening, asking & responding to clients; unbiased fee-only services based on client values & objectives, not sale of products; & serving clients using not only my ideas, but the best I can borrow.

B. Minimum Asset Requirement
  • $500,000
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Did Not Answer
F. Methods of Communication
  • Did Not Answer
G. Types of Reports (Frequency)
  • Did Not Answer
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Did not answer
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • No
D. Limited Engagement Services
  • None

IX. Certification

Advisor Name
  • Peter Gellman
Most Recent Update:
  • Jun 2, 2020

BASIC INFORMATION NEEDED FOR THE INQUIRY

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