Odette GalliCRD Number: 1325686
Current Firm: Cribstone Capital Management, LLC
Odette Galli (CRD# 1325686) is an Investment Advisor Representative working at Cribstone Capital Management, LLC in Augusta, ME and has over 32 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Msi Financial Services, Inc.
Voya Retirement Advisors, LLC
|Cribstone Capital Management, LLC||Augusta, ME||May 2015 - Current||2|
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||May 2015 - Current||2|
|Ameriprise Financial Services, Inc.||Augusta, ME||Aug 2013 - May 2015||1|
|Penobscot East Resource Center||Stonington, ME||Jul 2011 - May 2013||1|
|Maine Audubon||Falmouth, ME||Nov 2010 - Jun 2011||< 1|
|National Wildlife Federation||Washington, DC||Sep 2008 - Oct 2010||2|
|Vassar College||Poughkeepsie, NY||Mar 2004 - Sep 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1985|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management311MILLIONS
Total Number of Accounts1,086ACCOUNTS
Average Account Value$286,632
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, MA, ME, NH, NY
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