William Galvin
William Galvin is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Pearl River, NY, with 25 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.
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, LLC
Equitable Advisors, LLCBroker
Mony Securities Corporation
Trusted Securities Advisors CORP.Broker
Mony Securities CorporationBroker
American Skandia Marketing, INC.Broker
State Registrations29 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.