Peter Garelick, financial advisor Valencia CA
86 score

Peter Garelick

CRD Number: 5382966
Current Firm: Global Financial Advisory Services, Inc.
Compensation Model: Both

Peter Garelick (CRD# 5382966) is an Investment Advisor Representative working at Global Financial Advisory Services, Inc. in Valencia, CA and has over 7 years of experience in the finance industry.

Similar Advisors
Leighann Miko, financial advisor Valencia CA
Leighann Miko
CRD# 6093393
Cg Financial Services
Score
106
Similar Advisors
Bonar Chhay, financial advisor Valencia CA
Bonar Chhay
CRD# 5037260
Felicitas Investors LLC
Score
103
Similar Advisors
Juan Ros, financial advisor Valencia CA
Juan C. Ros
CRD# 6028956
Lamia Financial Group, Inc.
Score
103
Company Name Location Dates Years
Global Financial Advisory Services, Inc. Valencia, CA Jan 2015 - Current 1
M.h. Garelick Business Management Inc. Studio City, CA May 2011 - Dec 2014 3
Lpl Financial Studio City, CA May 2012 - Jul 2014 2
H.d. Vest Investment Services Studio City, CA Jun 2011 - May 2012 < 1
Unemployed Studio City, CA Feb 2011 - Apr 2011 < 1
Metlife Securities Inc. Los Angeles, CA Nov 2008 - Jan 2011 2
Metropolitan Life Insurance Los Angeles, CA Nov 2007 - Nov 2008 1
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Jul 2009
S66 NASAA Uniform Combined State Law Examination Oct 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Peter M. Garelick
Phone Number:
Firm Website: http://www.gbmi.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    58
    MILLIONS
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $292,225
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Ready to hire a financial advisor? Get competitive proposals from Peter Garelick and other advisors.
BADGES
86
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.