Shane Galino (CRD# 4167676) is an Investment Advisor Representative working at The Retirement Guys Formula in Maumee, OH and has over 23 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Retire Pittsburgh Management LLC | Pittsburgh, PA | Feb 2022 - Current | 2 |
Retire Pittsburgh Management LLC | Pittsburgh, PA | Jun 2021 - Current | 2 |
Retire Pittsburgh Management LLC | Pittsburgh, PA | Nov 2020 - Current | 3 |
Retire Pittsburgh LLC | Pittsburgh, PA | Jan 2018 - Current | 6 |
The Retirement Guys Formula | Maumee, OH | Oct 2017 - Current | 6 |
Blackridge Asset Management, LLC | Williamsville, NY | Aug 2016 - Jun 2018 | 1 |
Peak Brokerage Services, LLC | Palm Beach Gardens, FL | Aug 2016 - May 2018 | 1 |
Hazard & Siegel Inc. | Syracuse, NY | Nov 2015 - Aug 2016 | < 1 |
Hazard & Siegel Advisory Services LLC | Syracuse, NY | Nov 2015 - Aug 2016 | < 1 |
First Niagara Bank | Ingomar, PA | Jun 2014 - Nov 2015 | 1 |
Lpl Financial LLC | Ingomar, PA | Jun 2014 - Nov 2015 | 1 |
Pnc Investments | Pittsburgh, PA | Nov 2012 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2000 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2003 |
- PA
- TX
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Total Assets Under Management250MILLIONS
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Total Number of Accounts1,858ACCOUNTS
-
Average Account Value$134,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IL, IN, MI, NC, OH, PA, SC, TX
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