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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)11 years in industry

Brendan Ryan Gallagher

Advisor at PINNACLE INVESTMENTS, LLC

EAST SYRACUSE, NY | Cape Neddick, ME | QUINCY, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e6abbca0-e6f8-37b4-3eea-d886e31a67a3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 17, 2015 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PINNACLE INVESTMENTS, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 12, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 15
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 12, 2015
First registration: Aug 17, 2015
Dual registered: yes, broker-dealer
Other names: BRENDAN GALLAGHER|BRENDAN RYAN GALLAGHER
IAPD individual key: 6478254

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PINNACLE INVESTMENTS, LLC	Bd affiliated wealth	May 2, 2019	n/a	yes	QUINCY, MA\|Cape Neddick, ME\|EAST SYRACUSE, NY	Current employment
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Jan 25, 2016	Mar 29, 2019	no	South Boston, MA\|DORCHESTER, MA\|ROSLINDALE, MA\|ROSLINDALE, MA\|BRAINTREE, MA\|ROSLINDALE, MA\|SOUTH BOSTON, MA\|MILTON, MA\|REVERE, MA\|SOUTH BOSTON, MA\|HYDE PARK, MA\|DORCHESTER, MA\|CANTON, MA\|EAST MILTON, MA	Previous registration
EDWARD JONES	National bd RIA	Aug 17, 2015	Dec 17, 2015	no	BOSTON, MA\|BOSTON, MA\|ST LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CITIZENS SECURITIES, INC.	PINNACLE INVESTMENTS, LLC	Mar 29, 2019	May 2, 2019	34	Firm change	Ibd to RIA
EDWARD JONES	CITIZENS SECURITIES, INC.	Dec 17, 2015	Jan 25, 2016	39	Firm change	Other

Relationships

Registered with (3)

→ PINNACLE INVESTMENTS, LLCRegistered adviserregistration: current employment
May 2, 2019 to presentfactForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Jan 25, 2016 to Mar 29, 2019factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Aug 17, 2015 to Dec 17, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e6abbca0-e6f8-37b4-3eea-d886e31a67a3
First observed: Aug 17, 2015
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Brendan Ryan Gallagher

Advisor at PINNACLE INVESTMENTS, LLC

EAST SYRACUSE, NY | Cape Neddick, ME | QUINCY, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e6abbca0-e6f8-37b4-3eea-d886e31a67a3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:41 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

PINNACLE INVESTMENTS, LLC

Bd affiliated wealth

May 2, 2019

n/a

yes

QUINCY, MA|Cape Neddick, ME|EAST SYRACUSE, NY

Current employment

CITIZENS SECURITIES, INC.

Bd affiliated wealth

Jan 25, 2016

Mar 29, 2019

Previous registration

EDWARD JONES

National bd RIA

Aug 17, 2015

Dec 17, 2015

BOSTON, MA|BOSTON, MA|ST LOUIS, MO

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CITIZENS SECURITIES, INC.

PINNACLE INVESTMENTS, LLC

Mar 29, 2019

May 2, 2019

Firm change

Ibd to RIA

EDWARD JONES

CITIZENS SECURITIES, INC.

Dec 17, 2015

Jan 25, 2016

Firm change

Other