AdFi
ME

Martin Edward Plecinoga

Investment Adviser Representative at GALLAGHER FIDUCIARY ADVISORS, LLC

Beverly, MACRD #2776556Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
States Registered
27 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 27 states
ArizonaCaliforniaConnecticutFloridaGeorgiaIndianaIowaKentuckyMaineMassachusettsMichiganMinnesotaNevadaNew HampshireNew MexicoNew YorkNorth CarolinaOhioOregonPennsylvaniaRhode IslandSouth CarolinaTexasVermontVirginiaWashingtonWyoming
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/1/2002
Series 63
Uniform Securities Agent State Law Examination
Passed 12/23/1996
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/16/1996

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

Gallagher Fiduciary Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

OSAIC WEALTH, INC.Current
8/23/2024Beverly, MA
GALLAGHER FIDUCIARY ADVISORS, LLCCurrent
7/26/2023Wakefield, MA
COMPASS POINT RETIREMENT PLANNING, INC.
7/2/20029/7/2023Wakefield, MA
F3LOGIC, LLC
11/7/20175/19/2023Wakefield, MA
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)
10/3/200711/10/2017Wakefield, MA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Martin Edward Plecinoga has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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