GK
GK

Galina Kolossovsky

24 Years of Experience
Rochester, NY
2 DisclosuresBrokerSells Insurance

Galina Kolossovsky is a registered investment advisor at LPL Financial LLC, based in Rochester, NY, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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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 1 mo
Private Advisor Group, LLC
April 2024 - Present · 2 yrs 1 mo
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.