Galan Daukas (CRD# 1617862) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 25 years of experience in the finance industry. Galan Daukas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bradley, Foster & Sargent, Inc. | Hartford, CT | Jan 2021 - Current | 3 |
| Ocean View Capital LLC | Delray Beach, FL | Jul 2019 - Jan 2021 | 1 |
| People's Securities, Inc. | Bridgeport, CT | Mar 2014 - Jul 2019 | 5 |
| People's United Bank | Bridgeport, CT | Jan 2014 - Jul 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2004 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1998 |
- CT
- FL
- MA
- NY
- RI
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Total Assets Under Management6,849MILLIONS
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Total Number of Accounts4,468ACCOUNTS
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Average Account Value$1,532,794
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, MA, MD, ME, MI, MN, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY
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