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Christopher Michael Galeski

Morton Wealth

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About Christopher Michael Galeski

Christopher Galeski is an investment advisor representative at Morton Wealth. Christopher has been in the industry since 2009. Christopher has been registered with Morton Wealth since 2018. Prior to that, Christopher was registered with Fidelity Brokerage Services LLC and Morgan Stanley Smith Barney. Christopher has passed the Series 66, Series 31, Series 7, and SIE exams.

Firm Information

Christopher Galeski is currently registered with Morton Wealth. Morton Wealth is a wealth management firm headquartered in Calabasas, CA. They provide a wide range of services to high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm is registered with the SEC and has a long history of providing personalized investment advice and portfolio management services.
Morton Wealth

27200 AGOURA ROAD

CALABASAS, CA 91301

$2.65B

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Galeski’s Registration & Firm History

CA

04/10/2018 - Present

Morton Wealth (CALABASAS CA)

CA

11/11/2011 - 02/27/2018

FIDELITY BROKERAGE SERVICES LLC (BURBANK CA)

CA

12/17/2009 - 10/26/2011

MORGAN STANLEY SMITH BARNEY (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 02/18/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2011

Series 31 - Futures Managed Funds Examination

BC

Issued 12/16/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Christopher Michael Galeski. Review regulatory record here.
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