VETTED

Brendan Gallagher

CFP^®

Tel: 610-574-2577 170 Commerce Way Portsmouth, NH 03801

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.

About Pinnacle Investment

At Pinnacle Investments, we have the knowledge, education, and credentials youd expect from an investment firm. Our suite of products and services includes everything from traditional stocks, bonds, CDs, and mutual funds to personal financial planning, asset allocation, managed portfolios, and corporate pension plans, as well as unique investment opportunities including private placements and alternative investments. Your best life begins with financial independence that fits your lifestyle. Discover new financial and investment management advice from one of our advisors.

See Disclosures

General Information

Firm Start Year:

1926

Insurance License#:

PRR522707

States Licensed in:

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

Communities served:

Portsmouth NH, Rye NH, York ME, Ogunquit ME, Eliot ME, Exeter NH, Dover NH, Kittery ME, Newburyport MA, Kennebunk ME, Wells ME, Cape Neddick ME, Manchester NH, Nashua NH, Amesbury MA, Newburyport MA, Haverhill MA, Westford MA, Boston MA, Winchester MA

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

Qualifications & Memberships

Insurance and Annuity Licenses:

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

Services

Investment Types:

Insurance, Annuities, Stocks, Mutual Funds, Commodities, Exchange Traded Funds (ETFs), Alternative Investments

I provide a free initial consultation:

Yes

Preferred meeting methods

Can meet clients in the following ways:

Your Home, Our Office, Phone, Your Office, Video Conference

Compensation and Fees

Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$250,000

Compensation Methods:

Based on Assets, Flat Fee

Fee % Based on Assets:

.5%-1.25%

Additional Details on Charges:

I am open to a one-time planning arrangement if the situation makes sense for both the client and I.

Minimum Fee Charged for Managed Accounts:

$2500

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:

120,000,000

Education

Psychology:

Colby College - Waterville, ME

09/2008 - 05/2012

Retirement Planning

Planning for income in retirement, tax consequences of various strategies, ensuring that your assets pass correctly to the next generation, growing your funds safely to provide income in your later years.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1893314/wiseradvisor-pinnacle-investment-detailed-disclosure.html

11 Years of Experience

CRD# 6478254 Firm CRD# 142910Insurance License# PRR522707Series: 66, 7

Compliance

Registered Investment AdvisorYes

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Social Network