Galen True

INVESCO MANAGED ACCOUNTS

Seattle, WA 98121

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CRD#: 5667530

Professional summary

Galen True, who also goes by Galen A True, Galen Andrew True, is a registered financial advisor currently at INVESCO MANAGED ACCOUNTS, LLC located in Seattle, Washington.

Galen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Galen has worked at 2 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Galen A True | Galen Andrew True

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 Galen True'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 21, 2010 - Present

INVESCO MANAGED ACCOUNTS, LLC

Office #1: 2001 Sixth Ave. Suite 2310, Seattle, WA 98121

RIA

CRD#: 154461

Seattle, WA

Past

September 16, 2009 - July 12, 2013

SEATTLE-NORTHWEST SECURITIES CORPORATION

CRD#: 10639

PORTLAND, OR

Past

July 21, 2009 - October 21, 2010

SEATTLE-NORTHWEST SECURITIES CORPORATION

RIA

CRD#: 10639

PORTLAND, OR

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".

INVESCO MANAGED ACCOUNTS, LLC

INVESCO MANAGED ACCOUNTS, LLC | SNW ASSET MANAGEMENT, LLC | SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC

CRD#: 154461 / SEC#: 801-61716

RIA

Registered Investment Advisory firm - (1/28/2003 Approved)

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

Washington
(10/21/2010)

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

Series 63

Date: 10/22/2009

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/20/2009

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 9/15/2009

General Securities Representative Examination

Current Firm

INVESCO MANAGED ACCOUNTS, LLC

INVESCO MANAGED ACCOUNTS, LLC | SNW ASSET MANAGEMENT, LLC | SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC

CRD#: 154461 / SEC#: 801-61716

RIA

Registered Investment Advisory firm - (1/28/2003 Approved)

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Contact information

Main Address

2001 Sixth Ave. Suite 2310, Seattle, WA 98121

Mailing Address

Phone number

+1 (866) 769-2773

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SNW ADV 2A BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	12,544
AUM (Assets Under Management)	$ 24,606,305,138

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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Galen True

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Galen True's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESCO MANAGED ACCOUNTS, LLC

SEATTLE-NORTHWEST SECURITIES CORPORATION

SEATTLE-NORTHWEST SECURITIES CORPORATION

Primary Firm SEC Registration

INVESCO MANAGED ACCOUNTS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/22/2009

Series 65

Date: 7/20/2009

Series 7

Date: 9/15/2009

Current Firm

INVESCO MANAGED ACCOUNTS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVESCO MANAGED ACCOUNTS, LLC

TRUST BUT VERIFY

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