TG
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Thomas Galvin

12 Years of Experience
Fairfield, NJ

Thomas Galvin is a registered investment advisor at Sandro Wealth Management LLC, based in Fairfield, NJ, with 12 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 49 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
49 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$101.7M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The advisory fee rate will be variable depending on the client's total assets under management with Sandro Wealth and level of service. Sandro Wealth may offer discounts to clients on its advisory fee in its sole discretion. Typically, such discounts are based on the services provided as well as the amount of assets under management with Sandro.

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

155 Passaic Ave, Suite 400, Fairfield, NJ, 07004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sandro Wealth Management LLC
December 2024 - Present · 1 yr 4 mos
Previous Registrations
City National Rochdale
October 2014 - May 2024 · 9 yrs 7 mos
Cnr Securities, LLCBroker
May 2013 - May 2024 · 11 yrs
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.