Galvin, Gaustad & Stein, LLC
Galvin, Gaustad & Stein, LLC (CRD# 153410) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $1,067,820,765 in 1,956 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management1,068MILLION
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Total Number of Accounts1,956ACCOUNTS
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Average Account Value$545,921
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, FL, ID, NH, NM, NV, NY, OH, OR, PA, TX, WA
Jessica Galvin (CRD# 6518954) is an Investment Advisor Representative working at Galvin, Gaustad & Stein, LLC in Scottsdale, AZ and has over 5 years of experience in the finance industry. Jessica Galvin 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.
Jordan Galvin (CRD# 5790360) is an Investment Advisor Representative working at Galvin, Gaustad & Stein, LLC in Scottsdale, AZ and has over 10 years of experience in the finance industry.
Stephen Galvin (CRD# 1346615) is an Investment Advisor Representative working at Galvin, Gaustad & Stein, LLC in Scottsdale, AZ and has over 21 years of experience in the finance industry.
Stephen Gaustad (CRD# 1150891) is an Investment Advisor Representative working at Galvin, Gaustad & Stein, LLC in Scottsdale, AZ and has over 26 years of experience in the finance industry.
Eric Stein (CRD# 6442191) is an Investment Advisor Representative working at Galvin, Gaustad & Stein, LLC in Scottsdale, AZ and has over 5 years of experience in the finance industry. Eric Stein 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.
Mark Stein (CRD# 1153586) is an Investment Advisor Representative working at Galvin, Gaustad & Stein, LLC in Scottsdale, AZ and has over 29 years of experience in the finance industry. Mark Stein 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.