Peter James Gallagher

Employer firm

Unified Retirement Planning Group CRD 341550

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → 09/2016
  Citigroup Global Markets Inc.
  Ossining, NY
• 06/2026 → Present
  Unified Retirement Planning Group
  Briarcliff Manor, NY
• 09/2016 → 12/2020
  Commonwealth Financial Network
  Waltham, MA
• 12/2020 → 05/2026
  Commonwealth Financial Network
  Waltham, MA
• 09/2016 → 05/2026
  Unified Retirement Planning Group
  Briarcliff Manor, NY

Previous Registrations

• 2020-12-01 → 2026-06-01
  Commonwealth Financial Network
  Briarcliff Manor, NY
  Waltham, MA
  Briarcliff Manor, NY
• 2007-05-29 → 2016-09-13
  Citigroup Global Markets Inc.
  Bedford Village, NY
  New City, NY
  Long Island City, NY
  Westlake Village, CA
  Boca Raton, FL
  Stamford, CT
  New York, NY
  Westlake Village, CA
  Ossining, NY
  Gloucester, VA
  Somers, NY
• 2004-11-09 → 2007-05-29
  Citicorp Investment Services
  Ossining, NY
  Ossining, NY

Other Businesses

1. Fixed insurance sales, as of October, 2016, 2% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-13
• S63 Uniform Securities Agent State Law Examination
  1995-05-05

Designations

• Chartered Financial Consultant