Ryan S. Galiotto

ETCH FINANCIAL

Jefferson Hills, PA

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CRD#: 5745545

Professional summary

Ryan S Galiotto, CFP®, who also goes by Ryan Scott Galiotto, is a registered financial advisor currently at ETCH FINANCIAL located in Jefferson Hills, Pennsylvania.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Ryan has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Scott Galiotto

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) Name: Ryan Galiotto, LLC. Investment-Related: No. Address: 2977 Amy Drive, South Park, PA 15129. Nature: Coaching and Education. Position: Owner/Consultant. Start Date: 10/2020. Approximate Hours Per Month: 20-40. Approximate Hours During Securities Trading Hours: 15-25. Duties: Provide educational content and coaching regarding student loan repayment strategies. 2) Name: Fueled By Hops, LLC. Investment-Related: Address: 2977 Amy Drive, South Park, PA 15129. Nature: Craft beer microbrewery. Position: Co-Owner. Start Date: 5/2019. Approximate Hours Per Month: 40-60. Approximate Hours During Trading Hours: None. 3) Etch Financial, LLC - Founder and Chief Compliance Officer - 2977 Amy Drive, South Park, PA 15129 - 160 Hrs/mnth - Investment related - I provide investment management and financial planning services to individuals and small business. 8/2023 - Present

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan S Galiotto'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

August 7, 2023 - Present

ETCH FINANCIAL

RIA

CRD#: 327021

Jefferson Hills, PA

Past

July 9, 2024 - August 28, 2024

SMARTPATH ADVISORS

RIA

CRD#: 304563

Jefferson Hills, PA

Past

January 5, 2016 - August 8, 2023

OSAIC WEALTH, INC.

RIA

CRD#: 23131

HOPWOOD, PA

Past

December 7, 2010 - October 5, 2023

OSAIC WEALTH, INC.

CRD#: 23131

HOPWOOD, PA

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
(8/7/2023)

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: 12/1/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/8/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/6/2010

General Securities Representative Examination

Current Firm

ETCH FINANCIAL

ETCH FINANCIAL | ETCH FINANCIAL LLC

CRD#: 327021 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (8/7/2023 Approved)

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Contact information

Main Address

South Park, PA

Mailing Address

Phone number

(412) 530-6977

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	60
AUM (Assets Under Management)	$ 9,296,001

Red Flags

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

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Ryan S. Galiotto

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan S Galiotto's CRS (Customer Relationship Summary).

Certified licenses

Experience

ETCH FINANCIAL

SMARTPATH ADVISORS

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/1/2015

Series 63

Date: 1/8/2011

SIE

Date: 10/1/2018

Series 7

Date: 12/6/2010

Current Firm

ETCH FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ETCH FINANCIAL

TRUST BUT VERIFY

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