GK
GK

Galina Kolossovsky

25 Years of Experience
Rochester, NY
2 DisclosuresBrokerSells Insurance

Galina Kolossovsky is a registered investment advisor at Private Advisor Group, LLC, based in Rochester, NY, with 25 years of industry experience. Galina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1688 Monroe Ave, Rochester, NY, 14618

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2017
Customer Dispute
March 2008
Closed-No Action
Other Business ActivitiesSells Insurance

Galina sells non-variable insurance, dedicating a few hours per week to this activity. She also works full-time providing investment advisory services through Private Advisor Group and Monarch Wealth Management, LLC, and owns rental real estate.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2024 - Present · 2 yrs 6 mos
Private Advisor Group, LLC
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
RBC Capital Markets, LLC
September 2020 - April 2024 · 3 yrs 7 mos
RBC Capital Markets, LLC
May 2017 - July 2020 · 3 yrs 2 mos
RBC Capital Markets, LLCBroker
May 2017 - April 2024 · 6 yrs 11 mos
J.P. Morgan Securities LLC
October 2012 - March 2017 · 4 yrs 5 mos
J.P. Morgan Securities LLCBroker
October 2012 - March 2017 · 4 yrs 5 mos
Chase Investment Services CORP.
March 2007 - October 2012 · 5 yrs 7 mos
Chase Investment Services CORP.Broker
May 2001 - October 2012 · 11 yrs 5 mos
State Registrations8 states
CTFLGANYOHPATXVT
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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