Robert GalianCRD Number: 1193426
Current Firm: J.p. Morgan Securities LLC
Robert Galian (CRD# 1193426) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sayville, NY and has over 8 years of experience in the finance industry. Robert Galian 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.
Scholtz & Co
Axa Advisors, LLC
American Portfolios Advisors, Inc.
|Jp Morgan Securities, LLC||Sayville, NY||Mar 2016 - Current||< 1|
|Tiaa||Melville, NY||Apr 2014 - Mar 2016||1|
|Tiaa-cref Individual & Institutional Services, LLC||Melville, NY||Apr 2014 - Mar 2016||1|
|The Prudential Insurance Company Of America||Melville, NY||Jun 2011 - Apr 2014||2|
|Pruco Securities, LLC||Melville, NY||Jun 2011 - Apr 2014||2|
|Fairway Independent Mortgage Corp||Islandia, NY||Nov 2010 - Oct 2011||< 1|
|Wachovia Securities||Woodbury, NY||Sep 2008 - Oct 2010||2|
|R & S Capital, Inc.||Bayport, NY||Mar 2000 - Sep 2008||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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