SG
SG

Stephen Galib

7 Years of Experience
Pittsfield, MA

Stephen Galib is a registered investment advisor at Stephen P Galib Crpc, based in Pittsfield, MA, with 7 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 35 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Hourly Rate:$140/hr
Loading...

Location

Pittsfield, MA

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Stephen works as a senior principal engineer for General Dynamics Mission Systems, dedicating nearly full-time hours to this role. He also works as a tax preparer for Giardina&Bresett PC, taking about half of his time to prepare tax returns.

Employment History
Current Registrations
Stephen P Galib Crpc
January 2019 - Present · 7 yrs 4 mos
State Registrations1 state
MA
Advisor

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.
Stephen Galib - Financial Advisor | TrueAdvisor