Peter Gillis
Pallas Capital Advisors · Oak Bluffs, Massachusetts
Peter Gillis is a fee-only financial advisor at Pallas Capital Advisors in Oak Bluffs, Massachusetts. Peter focuses on estate & legacy planning, retirement planning and small business owners. Pallas Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Pallas Capital Advisors |
|---|---|
| Based in | Oak Bluffs, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.31B across 4,210 accounts |
| SEC registration | Investment adviser representative in MA · CRD 2807507 |
| Exams passed | Series 63 (1998) · Series 66 (2024) |
| Firm size | 28 employees |
| Disclosures | Reported; see the SEC record |
| Website | pallascapitaladvisors.com |
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Questions about Peter
Is Peter Gillis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Pallas Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, Pallas Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Gillis based?
Peter Gillis is based in Oak Bluffs, Massachusetts.
What does Peter specialize in?
Peter's specialties include estate & legacy planning, retirement planning, small business owners and equity compensation. Peter works with ultra high net worth.
Is Peter Gillis registered with the SEC?
Yes. Peter Gillis is registered as an investment adviser representative in MA (CRD 2807507), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Pallas Capital Advisors manage?
Pallas Capital Advisors reports $4.31B across 4,210 accounts in assets under management.
How do I contact Peter Gillis?
Through Peter's website, pallascapitaladvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pallas Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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