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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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SG

Shane W. Galino

RETIRE PITTSBURGH MANAGEMENT
Murrysville, PA 15668
Some features on this profile are disabled
CRD#: 4167676
SG

Professional summary

Shane William Galino is a registered financial advisor currently at 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane William Galino's 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

August 13, 2021 - Present

RETIRE PITTSBURGH MANAGEMENT LLC

Office #1: 3875 Old William Penn Highway, Murrysville, PA 15668
RIA
CRD#: 311977
Murrysville, PA
Past

October 19, 2017 - December 31, 2025

THE RETIREMENT GUYS FORMULA

RIA
CRD#: 168561
Verona, 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

BD
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.

BD
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

BD
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

BD
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

BD
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

BD
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

BD
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.

BD
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

BD
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

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

June 7, 2000 - October 18, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
(8/13/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/23/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/22/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/18/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/6/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 11/1/2011
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/18/2010
General Securities Principal Examination

Current Firm

RP
RETIRE PITTSBURGH MANAGEMENT LLC
RETIRE PITTSBURGH MANAGEMENT LLC

CRD#: 311977 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (8/13/2021 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3875 Old William Penn Highway, Murrysville, PA 15668
Mailing Address
Phone number
(412) 643-3400
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts226
AUM (Assets Under Management)$ 62,929,553

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.

Company Information

RETIRE PITTSBURGH MANAGEMENT LLC

CRD#: 311977Murrysville, PA 15668

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