Brendan Gallagher (CRD# 6478254) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Quincy, MA and has over 8 years of experience in the finance industry. Brendan Gallagher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pinnacle Investments, LLC | Mansfield, MA | Apr 2019 - Current | 5 |
| Essex Securities, LLC | Mansfield, MA | Apr 2019 - Jul 2019 | < 1 |
| Citizens Securities Inc. | Revere, MA | Apr 2017 - Apr 2019 | 2 |
| Citizens Bank | Revere, MA | Apr 2017 - Apr 2019 | 2 |
| Citizens Securities, Inc. | South Boston, MA | Dec 2015 - Apr 2017 | 1 |
| Edward Jones | St Louis, MO | Apr 2015 - Dec 2015 | < 1 |
| Unemployed | Boston, MA | Dec 2014 - Apr 2015 | < 1 |
| Criterion Management | Rye Brook, NY | Jul 2012 - Dec 2014 | 2 |
| Westchester Baseball Academy | Port Chester, NY | Sep 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- AZ
- CA
- CO
- CT
- FL
- ME
- MD
- MA
- NC
- OR
- PA
- RI
- TX
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Total Assets Under Management965MILLIONS
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Total Number of Accounts2,797ACCOUNTS
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Average Account Value$344,973
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
RI
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