Peter Francis Mcginley
Investment adviser representative at Nerdwallet Wealth Partners, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$262.8MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Nerdwallet Wealth Partners, LLCNov 2025 to now
- Bank of New York Mellon, N.A.Jun 2017 to Oct 2025
- Providence CollegeSep 2013 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Nerdwallet Wealth Partners, LLC
$262.8MAssets managed
694Clients
17Advisers
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
- 6653920
- Firm CRD
- 337328