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Eric Bradley Stein

Galvin, Gaustad & Stein, LLC

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About Eric Bradley Stein

Eric Bradley Stein is a financial advisor with Galvin, Gaustad & Stein, LLC in Scottsdale, Arizona. Eric has been in the financial industry for over 10 years. Eric is a CERTIFIED FINANCIAL PLANNER™ and holds the Series 63, Series 7 and SIE licenses. Eric has a strong track record of providing financial advice to individuals, businesses and pension plans. Eric specializes in financial planning, portfolio management, and selection of other advisors. Prior to joining Galvin, Gaustad & Stein, LLC Eric worked at Fidelity Brokerage Services LLC.

Firm Information

Eric Stein is currently registered with Galvin, Gaustad & Stein, LLC. Galvin, Gaustad & Stein, LLC is a Scottsdale, AZ-based investment advisor registered with the SEC, providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pension plans. They have approximately $1.2 billion in assets under management.
Galvin, Gaustad & Stein, LLC

7377 E. DOUBLETREE RANCH ROAD

SCOTTSDALE, AZ 85258

$1.19B

Assets Under Management

25

Total Clients

7

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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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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Eric Stein’s Registration & Firm History

AZ

05/16/2022 - Present

Galvin, Gaustad & Stein, LLC (SCOTTSDALE AZ)

AZ

05/17/2016 - 12/09/2016

FOOTHILL SECURITIES, INC. (SCOTTSDALE AZ)

AZ

03/10/2015 - 05/03/2016

FIDELITY BROKERAGE SERVICES LLC (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 03/23/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/09/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Bradley Stein.
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