A complete list of active advisors currently associated with Galstian, Shahe

Warmer can help you find a great advisor at Galstian, Shahe or one who fits your needs even better.

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.

To learn more about the advisors currently working at Galstian, Shahe, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Shahe Galstian	North Bergen, NJ	16

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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