Brendan Gallagher is a CFP-designated registered investment advisor at Pinnacle Investments, LLC, based in Quincy, MA, with 10 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,961 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinnacle Investments charges an annual advisory fee of 3.00% for AdvisorPro accounts. This fee may be negotiable based on the investment advisor representative, account size, investment complexity, use of PCM as a sub-advisor, and the level of service required. There is a minimum annual program fee of $100.00. Accounts managed by PCM generally have a minimum opening balance of $100,000.
Location
Quincy, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Brendan is an investment advisor representative (IAR) with Pinnacle Capital Management and an advisor with Pinnacle Investments LLC, both since 2019. The time commitment for these roles varies.
Employment History
Current Registrations
Pinnacle Investments, LLC
Pinnacle Investments, LLCBroker
Pinnacle Investments, LLC
Previous Registrations
Essex Securities LLCBroker
Citizens Securities, INC.
Citizens Securities, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations34 states
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