Peter James Gallagher
Investment adviser representative at Unified Retirement Planning Group
10 yearsExperience
2 statesRegistered in
ChFC®Designation
$197MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Unified Retirement Planning GroupJun 2026 to now
- Commonwealth Financial NetworkSep 2016 to May 2026
- Unified Retirement Planning GroupSep 2016 to May 2026
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Unified Retirement Planning Group
Legal name: Usonia Advisory Group, LLC
$197MAssets managed
152Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2500394
- Firm CRD
- 341550