Robert Galian, financial advisor Sayville NY
96 score

Robert Galian

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Robert R. Galian
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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