Brendan Gallagher is a CFP-designated registered investment advisor at Pinnacle Investments, LLC, based in Quincy, MA, with 11 years of industry experience. Brendan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 7 more. Their firm serves 3,143 clients with $1.3B 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 | 3.00% |
The 3.00% annual rate is maximum and negotiable based on account size, investment complexity, use of sub-advisors, and level of service required. Minimum annual program fee is $100.00.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
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, LLCBroker
Pinnacle Investments, LLC
Pinnacle Investments, LLC
Previous Registrations
Essex Securities LLCBroker
Citizens Securities, INC.Broker
Citizens Securities, INC.
Edward Jones
Edward JonesBroker
State Registrations34 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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