Doreen Galligani, financial advisor Greenwood Village CO

Doreen Galligani

CRD Number: 6574416
Current Firm: Advised Assets Group, LLC

Doreen Galligani (CRD# 6574416) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Advised Asset Group, LLC Greenwood Village, CO Oct 2018 - Current 3
Gwfs Equities Inc. Andover, MA Oct 2015 - Current 6
Triumvirate Environmental Somerville, MA Sep 2013 - Oct 2015 2
L&dfinancial Services North Reading, MA Jan 2007 - Apr 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2015
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Doreen F. Galligani
Phone Number: 844-302-2448
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    62,274
    MILLIONS
  • Total Number of Accounts
    61,221
    ACCOUNTS
  • Average Account Value
    $1,017,200
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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