SG
Stephen P. Galib
STEPHEN P GALIB CRPC
Pittsfield, MA
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CRD#: 7013401
SG
Professional summary
Stephen Paul Galib is a registered financial advisor currently at STEPHEN P GALIB CRPC located in Pittsfield, Massachusetts.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Stephen has worked at 1 firm and has passed the Series 65 exam.
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.
General Dynamics Mission Systems 100 Plastics Ave Pittsfield, MA 01201 Not investment-related activity, defense contractor, senior principal engineer, June 1977, 113 hrs/mo, 88 hrs/mo during trading hrs, systems engineer. Tax preparer: Giardina&Bresett PC 809 North St, Pittsfield, MA 01201. Not investment-related activity, tax preparer, Feb 2005, 82 hrs/mo, 56 hrs /mo during trading hours. Prepare tax returns for individuals, trusts, and estates.
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Paul Galib'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
January 4, 2019 - Present
STEPHEN P GALIB CRPC
RIA
CRD#: 297857
Pittsfield, MA
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
Massachusetts(1/4/2019)
Current Firm
SP
STEPHEN P GALIB CRPC
GALIB, STEPHEN P | STEPHEN P GALIB CRPC
CRD#: 297857 / SEC#:
Massachusetts
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Contact information
Main Address
Pittsfield, MA
Mailing Address
Phone number
(413) 841-6675
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
