Magdalena Eberhardt is a registered investment advisor, based in Mesa, AZ, with 26 years of industry experience.
Location
1138 N Alma School Rd, Suite 201, Mesa, AZ, 85201
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Regulatory History
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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Magdalena is the Operations Manager of Public Safety Financial, LLC, which owns Galloway Asset Management, where the registered advisor business is conducted, but she spends no time on this. She is also a board member of the Phoenix Fire Trust Fund Board, dedicating minimal time to monitoring investment program compliance and overseeing the investment manager.
Employment History
Current Registrations
Mutual Securities, INC.Broker
Modern Wealth Management, LLC
Public Safety Financial/galloway
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cambridge Investment Research, INC.Broker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Strategic Investment Advisors
The Planning Group
Meridian United Capital, LLCBroker
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations1 state
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.