Jeffrey Kenneth Galvani
Professional Summary
Jeffrey Kenneth Galvani was a registered financial advisor. Jeffrey was a previously registered financial professional and started their career in finance 2000 - 2023. Jeffrey had worked at 8 firms and has passed the Series 63, Series 57TO, Series 99TO, SIE, Series 55, Series 7, Series 25, Series 14, Series 24, Series 4 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
CRITO CAPITAL LLC
Contact Information
Main Address
8 Wright Street Suite 107, Westport, CT 06880Mailing Address
8 Wright Street Suite 107, Westport, CT 06880Phone Number
(203) 423-5600Established
Connecticut since 05/23/2011Firm Type
Limited Liability CompanyFiscal Year End
MarchFirm Size
Small# of Employees
2FINRA licenses (24 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Jan 2007Series 25 — NYSE Trading Assistant Examination
Passed Oct 2000Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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