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Peter Francis Mcginley

Nerdwallet Wealth Partners, LLC

New York, NY

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Current Employers
Nerdwallet Wealth Partners, Llc

123 William Street 21St Floor, New York, NY 10038 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-11-12
  • NY RA
    APPROVED
    Since 2025-11-12

Branch Locations

123 William Street 21St Floor, New York, NY 10038 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of New York Mellon, N.A. New York NY 06/2017 10/2025
Providence College Providence RI 09/2013 05/2017
Nerdwallet Wealth Partners Llc New York NY 11/2025 Present
  • 06/2017 → 10/2025
    Bank Of New York Mellon, N.A.
    New York, NY
  • 09/2013 → 05/2017
    Providence College
    Providence, RI
  • 11/2025 → Present
    Nerdwallet Wealth Partners Llc
    New York, NY
Designations

View on SEC IAPD

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