Peter Gallagher
Peter Gallagher is a ChFC-designated registered investment advisor at Unified Retirement Planning Group, based in Briarcliff Manor, NY, with 31 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 152 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are up to 2% annually and are negotiable based on asset size, related accounts, and complexity of client needs.
Fee Estimator
Location
59 Sunset Drive, Unit 101A, Briarcliff Manor, NY, 10510
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter sells fixed insurance products since 2016, dedicating minimal time to this activity. This activity is investment-related and conducted at the branch.
Employment History
Current Registrations
Unified Retirement Planning Group
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
Tiaa-Cref Individual & Institutional Services, INC.Broker
Diversified Investors Securities CORP.Broker
Painewebber IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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