Galstian, Shahe
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management using three model portfolios (Conservative, Balanced and Growth) and allocates across stocks, bonds, mutual funds and exchange-traded funds to align accounts with clients’ objectives. It serves individuals, high‑net‑worth clients and retirement plan participants and tailors portfolio allocations and account restrictions subject to mutual agreement.
The firm’s approach emphasizes diversified, model‑based strategies, ongoing monitoring and periodic rebalancing intended to pursue risk‑adjusted returns, and it selects custodial and broker‑dealer relationships with an eye toward execution and operational support. The adviser may receive research or other soft‑dollar support from custodians and clients may incur brokerage commissions for certain individual securities transactions.
Notable distinctions include the adviser’s status as a licensed insurance producer who may recommend insurance products and receive commissions, a disclosed conflict of interest that is uncommon among peer investment managers. The brochure also discloses a prior Chapter 7 bankruptcy (filed and discharged in 2007) and indicates participation in industry educational events and conferences, features that are not typical for many firms in this category.
Client services
Expertise
Fee options
1.00% annually (negotiable)
Clients may incur brokerage commissions and/or transaction fees for securities transactions and insurance commissions for insurance products.
Main office
7117 Park Avenue Suite A2
North Bergen NJ 07047
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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