JE
Jeffrey A. Eischeid
GALLERIA FINANCIAL ADVISORS
Atlanta, GA 30339
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CRD#: 4644612
JE
Professional summary
Jeffrey Alan Eischeid is a registered financial advisor currently at GALLERIA FINANCIAL ADVISORS, LLC located in Atlanta, Georgia.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jeffrey has worked at 3 firms .
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.
JEFF EISCHEID IS A CERTIFIED PUBLIC ACCOUNTANT. MR. EISCHEID IS A PARTNER OF BENNETT THRASHER LLP, A PUBLIC ACCOUNTING FIRM. THE AMOUNT OF TIME SPENT ON THE ACCOUNTING FIRM ACTIVITIES VARIES. MR. EISCHEID IS ALSO AN OWNER OF BT WEALTH MANAGEMENT, LLC. HE SPENDS NO TIME ON THIS ACTIVITY.
MR. EISCHEID HAS AN INTEREST IN THE FOLLOWING PRIVATE COMPANIES FOR WHICH HE DEVOTES ZERO HOURS TO THESE BUSINESSES DURING TRADING HOURS: BT TECHNOLOGY INVESTMENTS, LLC (2017), GALLERIA BOSTON LLC (2014), GALLERIA BQ LLC(2011), GALLERIA ENERGY EARTH LLC (2012), GALLERIA EWO LLC (2015), GALLERIA INTELLISENSE LLC (2016), GALLERIA MED LLC (2018), GALLERIA PARKVIEW LLC (2016), GALLERIA PDQ LLC (2012), GALLERIA SEED LLC (2019), GALLERIA UNDERGROUND LLC (2017), GALLERIA VENOM LLC (2015),SEVEN SPRINGS LLC (2018), and RIVERWOOD FASTBACK LLC (2019).
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Alan Eischeid'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®
NoneExperience
Current
November 15, 2011 - Present
GALLERIA FINANCIAL ADVISORS, LLC
Office #1: 3300 Riverwood Parkway Suite 1075, Atlanta, GA 30339RIA
CRD#: 133673
Atlanta, GA
Past
November 19, 2010 - December 31, 2010
GALLERIA FINANCIAL ADVISORS, LLC
RIA
CRD#: 133673
MARIETTA, GA
Past
April 30, 2010 - October 3, 2011
BT WEALTH MANAGEMENT, LLC
RIA
CRD#: 147729
ATLANTA, GA
Past
March 31, 2003 - July 13, 2004
KPMG INVESTMENT ADVISORS
RIA
CRD#: 111778
ATLANTA, GA
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".
GF
GALLERIA FINANCIAL ADVISORS, LLC
GALLERIA FINANCIAL ADVISORS, LLC
CRD#: 133673 / SEC#: 801-63967
RIA
Registered Investment Advisory firm - (2/23/2005 Approved)Georgia
Registered Investment Advisory firm - (3/8/2006 Terminated)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
Georgia(11/15/2011)
Exams
Current Firm
GF
GALLERIA FINANCIAL ADVISORS, LLC
GALLERIA FINANCIAL ADVISORS, LLC
CRD#: 133673 / SEC#: 801-63967
RIA
Registered Investment Advisory firm - (2/23/2005 Approved)Georgia
Registered Investment Advisory firm - (3/8/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3300 Riverwood Parkway Suite 700, Atlanta, GA 30339
Mailing Address
Phone number
(770) 790-3714
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 133 |
| AUM (Assets Under Management) | $ 219,414,745 |
Red Flags
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