Shane W. Galino

THE RETIREMENT GUYS FORMULA

Verona, PA 15147

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CRD#: 4167676

Professional summary

Shane William Galino is a registered financial advisor currently at THE RETIREMENT GUYS FORMULA located in Verona, Pennsylvania and RETIRE PITTSBURGH MANAGEMENT LLC located in Murrysville, Pennsylvania.

Shane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Shane has worked at 14 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1)* East coast sports association, LLC * Business Owner * NOT INV REL * Home address, 623 Alex Court Cranberry Pa 16066 * START 11/01/2015 * 6 HRS/MP NOT DURING SECS TRDG HRS. 2) REAL ESTATE RENTAL/ PROPERTY OWNER / 1%/ BEAVER FALLS, PA START DATE 04/2002 1 HOUR PER MONTH, NONE DURING SECURITIES TRADING HOURS 3)SALES AND SERVICE OF FIXED INSURANCE PRODUCTS THROUGH THE OFFICES OF GATEWAY STRATEGIES 300 BILMAR DR PITTSBURGH PA START DATE 11/2015 INVESTMENT RELATED 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS 4) Retirement Guys Formula; Registered Investment Advisor; Sales Person; Start Date: 11/17; Estimated Annual Income: 15K; Approximate Hours Spent On Activity Per Month: 5; Approximate Hours Spent On Activity Per Month During Trading Hours: 5 5) Retire Pittsburgh; Financial Advisor; Owner/Insurance Agent; Start Date: 1.15.18; Approx Hours Spent On Activity Per Month: 40 Estimated Annual Income: 100K; 6) Retire Pittsburgh Management LLC, investment related, Pittsburgh, PA, RIA, Managing Member, Start Date 12/2020, approximately 16 hours/month with 16 hours devoted during securities trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane William Galino's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 19, 2017 - Present

THE RETIREMENT GUYS FORMULA

Office #1: 601 Allegheny River Blvd., Verona, PA 15147Office #2: 300 Bilmar Drive Suite 240, Pittsburgh, PA 15205

RIA

CRD#: 168561

Verona, PA

Current

August 13, 2021 - Present

RETIRE PITTSBURGH MANAGEMENT LLC

Office #1: 3875 Old William Penn Highway, Murrysville, PA 15668

RIA

CRD#: 311977

Murrysville, PA

Past

August 4, 2016 - June 4, 2018

BLACKRIDGE ASSET MANAGEMENT, LLC

RIA

CRD#: 277085

Pittsburgh, PA

Past

August 4, 2016 - May 18, 2018

PEAK BROKERAGE SERVICES, LLC

CRD#: 157045

PITTSBURGH, PA

Past

November 19, 2015 - August 4, 2016

HAZARD & SIEGEL ADVISORY SERVICES LLC

RIA

CRD#: 151462

Pittsburgh, PA

Past

November 19, 2015 - August 4, 2016

HAZARD & SIEGEL, INC.

CRD#: 2048

PITTSBURGH, PA

Past

June 16, 2014 - November 23, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

PITTSBURGH, PA

Past

June 16, 2014 - November 23, 2015

LPL FINANCIAL LLC

CRD#: 6413

PITTSBURGH, PA

Past

January 14, 2013 - June 3, 2014

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

PITTSBURGH, PA

Past

January 14, 2013 - June 3, 2014

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

PITTSBURGH, PA

Past

February 2, 2012 - November 7, 2012

NATIONWIDE SECURITIES, LLC

RIA

CRD#: 11173

WEXFORD, PA

Past

January 31, 2012 - November 7, 2012

NATIONWIDE SECURITIES, LLC

CRD#: 11173

WEXFORD, PA

Past

December 1, 2010 - January 5, 2012

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

MARSHALL, VA

Past

November 30, 2010 - January 5, 2012

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

MARSHALL, VA

Past

June 7, 2010 - November 9, 2010

ESSEX NATIONAL SECURITIES, LLC

RIA

CRD#: 25454

WEXFORD, PA

Past

May 28, 2010 - November 9, 2010

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

WEXFORD, PA

Past

September 8, 2008 - June 2, 2010

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

WEXFORD, PA

Past

September 8, 2008 - June 2, 2010

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

WEXFORD, PA

Past

January 24, 2006 - August 5, 2008

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

PITTSBURGH, PA

Past

January 13, 2006 - August 5, 2008

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

PITTSBURGH, PA

Past

January 5, 2004 - October 18, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

PITTSBURGH, PA

Past

June 7, 2000 - October 18, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 7, 2000 - October 18, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE RETIREMENT GUYS FORMULA

CRD#: 168561 / SEC#: 801-119086

RIA

Registered Investment Advisory firm - (7/20/2020 Approved)

Michigan

Registered Investment Advisory firm - (7/23/2020 Terminated)

Ohio

Registered Investment Advisory firm - (7/23/2020 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/24/2020 Terminated)

South Carolina

Registered Investment Advisory firm - (7/22/2020 Terminated)

Texas

Registered Investment Advisory firm - (7/22/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(10/19/2017)

IAR

Texas
(6/20/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/23/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/22/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/18/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/6/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 11/1/2011

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 10/18/2010

General Securities Principal Examination

Current Firm

THE RETIREMENT GUYS FORMULA

CRD#: 168561 / SEC#: 801-119086

RIA

Registered Investment Advisory firm - (7/20/2020 Approved)

Michigan

Registered Investment Advisory firm - (7/23/2020 Terminated)

Ohio

Registered Investment Advisory firm - (7/23/2020 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/24/2020 Terminated)

South Carolina

Registered Investment Advisory firm - (7/22/2020 Terminated)

Texas

Registered Investment Advisory firm - (7/22/2020 Terminated)

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Contact information

Main Address

1700 Woodlands Drive, Maumee, OH 43537

Mailing Address

Phone number

(419) 842-0550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RGF ADV PART 2A BROCHURE (2/25/2025)

Regulatory assets under management

Total Number of Accounts	1,991
AUM (Assets Under Management)	$ 300,603,838

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Shane W. Galino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane William Galino's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIRE PITTSBURGH MANAGEMENT LLC

BLACKRIDGE ASSET MANAGEMENT, LLC

PEAK BROKERAGE SERVICES, LLC

HAZARD & SIEGEL ADVISORY SERVICES LLC

HAZARD & SIEGEL, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

NATIONWIDE SECURITIES, LLC

NATIONWIDE SECURITIES, LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

ESSEX NATIONAL SECURITIES, LLC

ESSEX NATIONAL SECURITIES, LLC

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

THE RETIREMENT GUYS FORMULA

State Registrations and Notice Filings

Exams

Series 66

Date: 12/23/2003

Series 63

Date: 6/22/2000

SIE

Date: 5/18/2018

Series 7

Date: 6/6/2000

Series 53

Date: 11/1/2011

Series 24

Date: 10/18/2010

Current Firm

THE RETIREMENT GUYS FORMULA

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE RETIREMENT GUYS FORMULA

TRUST BUT VERIFY

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