MG
MG

Michael Anthony Galantino

40 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
498 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$539.1M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.00%

Fee may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Bala Plaza, Suite 604, Bala Cynwyd, PA, 19004

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 1995
Settled
Other Business ActivitiesSells Insurance

Michael is a Managing Member and Investment Advisor Representative at Philadelphia Partners Capital Management, LLC, providing investment advice and account monitoring, dedicating a few hours per week. He is also a sales agent at Chapin Davis Insurance, Inc., selling variable and fixed insurance products, dedicating minimal time.

Employment History
Current Registrations
Chapin Davis Asset Management
October 2019 - Present · 6 yrs 4 mos
Philadelphia Partners Capital Management, LLC
August 2018 - Present · 7 yrs 6 mos
Chapin, DavisBroker
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
Cv Brokerage, INCBroker
April 2018 - June 2018 · 2 mos
1914 Advisors
June 2009 - April 2018 · 8 yrs 10 mos
Drexel Hamilton, LLCBroker
September 2007 - October 2008 · 1 yr 1 mo
Boenning & Scattergood, INC.Broker
January 2007 - April 2018 · 11 yrs 3 mos
Philadelphia Partners Capital Management LLC
March 2006 - December 2016 · 10 yrs 9 mos
Haverford Trust Securities, INC.Broker
January 2006 - February 2006 · 1 mo
Haverford Trust Securities, INC.Broker
November 2004 - December 2005 · 1 yr 1 mo
Haverford Financial Services, INC.
November 2004 - February 2006 · 1 yr 3 mos
UBS Financial Services INC.Broker
January 1995 - May 2004 · 9 yrs 4 mos
Kidder, Peabody & CO. IncorporatedBroker
November 1992 - January 1995 · 2 yrs 2 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
April 1986 - December 1992 · 6 yrs 8 mos
First Jersey Securities, INC.Broker
June 1984 - April 1986 · 1 yr 10 mos
State Registrations23 states
AZCACOCTDCDEFLGAILMDMENCNHNJNVNYOHORPASCTXWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.