William Galvin
William Galvin is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Pearl River, NY, with 26 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 64,035 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hightower Advisors charges fees that vary depending on the specific advisor and service used, typically calculated as a percentage of your portfolio. Fees may be structured as a flat percentage or through tiered rates where the percentage changes based on the size of your investments. Fees are generally billed quarterly or monthly, either in advance or in arrears. Specific fee schedules, minimum account sizes, and minimum annual fees are determined by individual advisor practices.
Location
167 East Central Avenue, Pearl River, NY, 10965
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Regulatory History (1)
Customer Dispute
November 2024Other Business ActivitiesSells Insurance
William is a registered investment advisor with CMG Financial Planning and Equitable Advisors, providing fee-based financial planning. He also holds outside insurance appointments with multiple companies and is a board member for Stamford National Little League.
Employment History
Current Registrations
Hightower Advisors, LLC
Hightower Securities, LLC
Hightower Securities, LLCBroker
Previous Registrations
Cmg Financial Planning, LTD.
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Mony Securities Corporation
Trusted Securities Advisors CORP.Broker
Mony Securities CorporationBroker
American Skandia Marketing, INC.Broker
State Registrations30 states
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
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- Thomas Mingone, ChFC