Peter Gallagher has been Principal and Investment Advisor Representative of Usonia Advisory Group since April 2026, is a control person of the firm and directly owns 75% or more of it.
Usonia Advisory Group, LLC is a Briarcliff Manor, NY firm with $197M under management, 152 clients and 1 adviser in one office, as of its September 2026 filing.
Peter J. Gallagher is Founder and Managing Director of Unified Retirement Planning Group. Gallagher entered the financial services industry in 1994 after a career playing the string bass professionally. Gallagher has held positions at TIAA-CREF and Citigroup as senior retirement consultant and first vice president-financial advisor, and founded the firm in 2016.
Peter Gallagher’s longest registration was 9 years at Citigroup Global Markets Inc. (2007–2016). Before joining Usonia Advisory Group in 2026, Peter Gallagher was registered through Commonwealth Financial Network and Citigroup Global Markets Inc.
- – present · under a yearBriarcliff Manor, NY · Adviser representative · Firm CRD 341550
- Commonwealth Financial Network– · 5 yearsBriarcliff Manor, NY · Adviser representative · Firm CRD 8032
- Citigroup Global Markets Inc.– · 9 yearsOssining, NY · Adviser representative · Firm CRD 7059
- Citicorp Investment Services– · 2 yearsOssining, NY · Adviser representative · Firm CRD 23988
Professional designations
Listed by Usonia Advisory Group
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
- Chartered Advisor for Senior Living (CASL®)
- Accredited Investment Fiduciary (AIF®)
- Retirement Income Certified Professional (RICP®)
Investment adviser representative registrations
Peter Gallagher is registered as an investment adviser representative in 2 states. Each was approved in June 2026.
- New YorkSince 1 June 2026
- TexasSince 1 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 13 December 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 May 1995 |
| Series 7 | General Securities Representative Examination | 4 October 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Peter James Gallagher
- CRD
- 2500394
- Firm
- Usonia Advisory Group · CRD 341550
- Role
- Principal and Investment Advisor Representative
- Office
- 59 SUNSET DRIVE, UNIT 101A, Briarcliff Manor, NY 10510
- Registration
- Investment adviser registration
- In the industry since
- December 1994
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- myurpg.com
Where does Peter Gallagher work?
Peter Gallagher has been Principal and Investment Advisor Representative of Usonia Advisory Group, LLC since April 2026, and is a control person of the firm.
Is Peter Gallagher a financial advisor?
Yes. Peter Gallagher has a current investment-adviser registration in New York and Texas, through Usonia Advisory Group since June 2026.
How many years of experience does Peter Gallagher have?
Peter Gallagher has 31 years in the financial industry, since December 1994, across 4 adviser firms.
What exams has Peter Gallagher passed?
Peter Gallagher has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 1994. FINRA credited Peter Gallagher with the SIE, which began in October 2018.
Where did Peter Gallagher work before Usonia Advisory Group?
Before Usonia Advisory Group, Peter Gallagher was registered through Commonwealth Financial Network, December 2020 to June 2026; Citigroup Global Markets Inc., May 2007 to September 2016; Citicorp Investment Services, November 2004 to May 2007.
Where is Peter Gallagher based?
Peter Gallagher’s registered office is in Briarcliff Manor, NY.
Is Peter Gallagher registered with FINRA?
No. Peter Gallagher has no current broker registration.
How can I verify Peter Gallagher’s record?
Search CRD 2500394 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Gallagher’s full registration record.