Peter James Gillis
Investment Adviser Representative at Pallas Capital Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Peter James Gillis is an investment adviser representative with Pallas Capital Advisors, LLC in Oak Bluffs, MA, where they have been registered since 2024. They have worked in the securities industry since 1998 and have been registered with 4 firms, including Piper Sandler & Co. and Sandler, O'neill & Partners, L.P. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Massachusetts.
Registrations & licenses
- Investment adviser:
- Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Sandler, O'neill & Partners, L.P.Apr 1998 – Jan 2020Boston, MA
- Piper Sandler & Co.Jan 2020 – Jul 2023Boston, MA
- Pallas Capital Advisors, LLCMar 2024 – no end date reportedBraintree, MA
- UnemployedAug 2023 – Feb 2024Oak Bluffs, MA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Pallas Capital Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, investment management, family office services, retirement planning, trust and estate strategies, tax strategies, and financial modeling.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 26
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Braintree, MA
- Founded:
- 2019
- SEC file number:
- 801-119646
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 24, 2026
View full firm profileOther advisors at Pallas Capital Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Peter James Gillis 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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