Brendan Gallagher

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About Brendan Gallagher

Brendan was born and raised in Dublin, New Hampshire, attended Colby College in Maine and now splits his time between Massachusetts and Maine with his Wife, Nicole and their dog, Lily. Brendan joined the financial advice industry in 2015 and teamed up with Pinnacle Investments in 2019. He was drawn to the small family business feel of Pinnacle as well as the commitment to client service. His practice is designed to provide peace of mind through expert financial advice and consistent communication as clients work towards and enjoy retirement. His greatest joy is getting to know his clients and their families. Outside of the office, Brendan enjoys staying active through Brazilian jiu-jitsu and running with Lily.

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General Information

Firm Start Year

1926

CRD#

6478254

Firm CRD#

142910

Insurance License#

PRR522707

States Licensed in

NH, ME, MA, CT, VT, NY, RI

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors

Foreign Languages Serviced

Advisory Services Provided

Financial Advice & Consulting, Financial Planning, Retirement Planning, 401K Rollovers, Portfolio Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Variable Life, Annuity, Life, Variable Annuity, Long Term Care

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

$95,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Flat Fee, Based on Assets

Fee % Based on Assets

Minimum Fee Charged for Managed Accounts

$2500

Education

Psychology -

Colby College
09/2008 -05/2012

Paladin Advisors

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Paladin Research Report For:

Pinnacle Investment