Kaitlyn Galgano
Kaitlyn Galgano is a CFP-designated registered investment advisor at UBS Financial Services INC., based in Wall, NJ, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
2107 Route 34, Suite 102, Wall, NJ, 07719
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kaitlyn is a Registered Representative/Investment Advisor Representative at Smallwood Wealth Management, dedicating full-time hours to providing financial services. She is also an insurance agent at Smallwood Associates, LTD, spending about half her time providing insurance services.
Employment History
Current Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Regulus Financial Group, LLCBroker
Smallwood Wealth Management
T. Rowe Price Associates, INC.
T. Rowe Price Investment Services, INC.Broker
State Registrations8 states
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