Galvin, Gaustad & Stein, LLC

Galvin, Gaustad & Stein, LLC (CRD# 153410) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $1,191,853,438 in 1,942 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
7377 E. Doubletree Ranch Road, Suite 250, Scottsdale, AZ 85258
http://ggsadvisors.com
By the Numbers
  • Total Assets Under Management
    1,192
    MILLION
  • Total Number of Accounts
    1,942
    ACCOUNTS
  • Average Account Value
    $613,725
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, HI, ID, NH, NM, NV, NY, OH, OR, PA, TX, WA

Financial Advisors at Galvin, Gaustad & Stein, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jordan Galvin, financial advisor Scottsdale AZ
Jordan M. Galvin
CRD#: 5790360
7377 E. Doubletree Ranch Road, Suite 250, Scottsdale, AZ 85258

Jordan Galvin (CRD# 5790360) is an Investment Advisor Representative working at Galvin, Gaustad & Stein, LLC in Scottsdale, AZ and has over 13 years of experience in the finance industry.

2
Stephen Galvin, financial advisor Scottsdale AZ
Stephen R. Galvin
CRD#: 1346615
7377 E. Doubletree Ranch Road, Suite 250, Scottsdale, AZ 85258

Stephen Galvin (CRD# 1346615) is an Investment Advisor Representative working at Galvin, Gaustad & Stein, LLC in Scottsdale, AZ and has over 25 years of experience in the finance industry.

3
Stephen Gaustad, financial advisor Scottsdale AZ
Stephen L. Gaustad
CRD#: 1150891
7377 E. Doubletree Ranch Road, Suite 250, Scottsdale, AZ 85258

Stephen Gaustad (CRD# 1150891) is an Investment Advisor Representative working at Galvin, Gaustad & Stein, LLC in Scottsdale, AZ and has over 30 years of experience in the finance industry.

4
Jessica Pariser, financial advisor Scottsdale AZ
Jessica G. Pariser
CRD#: 6518954
7377 E. Doubletree Ranch Road, Suite 250, Scottsdale, AZ 85258

Jessica Pariser (CRD# 6518954) is an Investment Advisor Representative working at Galvin, Gaustad & Stein, LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.

5
Eric Stein, financial advisor Scottsdale AZ
Eric B. Stein
CRD#: 6442191
7377 E. Doubletree Ranch Road, Suite 250, Scottsdale, AZ 85258

Eric Stein (CRD# 6442191) is an Investment Advisor Representative working at Galvin, Gaustad & Stein, LLC in Scottsdale, AZ and has over 9 years of experience in the finance industry.

6
Mark Stein, financial advisor Scottsdale AZ
Mark P. Stein
CRD#: 1153586
7377 E. Doubletree Ranch Road, Suite 250, Scottsdale, AZ 85258

Mark Stein (CRD# 1153586) is an Investment Advisor Representative working at Galvin, Gaustad & Stein, LLC in Scottsdale, AZ and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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