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John Galvin

Bahl & Gaynor LLC
22 Years of Experience
Princeton, NJ
Broker
View SEC Summary
View SEC Summary

John Galvin is a registered investment advisor at Bahl & Gaynor LLC, based in Princeton, NJ, with 22 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 889 clients with $21B in assets under management.

Bahl & Gaynor LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
889 clients
Average Client Portfolio
$23.6M average
Assets Under Management
$21.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.85%
$3.0M - $5.0M0.65%
$5M+0.50%

Fees and services are negotiable. The minimum annual account fee is $10,000, which may be waived or discounted.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

212 Carnegie Center Drive, Suite 206, Princeton, NJ, 08540

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is a registered representative with Quasar Distributors, LLC, which is not affiliated with Bahl & Gaynor, Inc., or its affiliates.

Employment History
Current Registrations
Bahl & Gaynor LLC
February 2024 - Present · 2 yrs 8 mos
Quasar Distributors, LLC
October 2023 - Present · 3 yrs
Quasar Distributors, LLCBroker
October 2023 - Present · 3 yrs
Previous Registrations
Advisors Asset Management, INC.
October 2009 - June 2023 · 13 yrs 8 mos
Advisors Asset Management, INC.Broker
October 2009 - June 2023 · 13 yrs 8 mos
UBS Financial Services INC.
February 2003 - May 2009 · 6 yrs 3 mos
UBS Financial Services INC.Broker
January 2003 - May 2009 · 6 yrs 4 mos
State Registrations2 states
NJNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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