EG
EG

Edward Galvin

27 Years of Experience
Westwood, MA
Broker

Edward Galvin is a registered investment advisor at Raymond James & Associates, INC., based in Westwood, MA, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

Westwood, MA

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Edward is the Director and President of Westwood Youth Hockey, a non-profit organization, since 2018. He dedicates a few hours per week to this role.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2017 - Present · 8 yrs 6 mos
Raymond James & Associates, INC.Broker
May 2016 - Present · 10 yrs
Raymond James & Associates, INC.
May 2016 - Present · 10 yrs
Previous Registrations
Morgan Stanley
June 2009 - June 2016 · 7 yrs
Morgan StanleyBroker
June 2009 - June 2016 · 7 yrs
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 2007 - April 2007 · 2 mos
Morgan Stanley Dw INC.Broker
February 2007 - April 2007 · 2 mos
UBS Financial Services INC.Broker
September 2005 - March 2007 · 1 yr 6 mos
TD Waterhouse Investor Services, INC.
June 2004 - September 2005 · 1 yr 3 mos
TD Waterhouse Investor Services, INC.
July 2003 - February 2004 · 7 mos
TD Waterhouse Investor Services, INC.Broker
February 1999 - September 2005 · 6 yrs 7 mos
State Registrations21 states
AZCACOCTDCFLGAIDILMAMDMENJNYRISCTXUTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.