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George Galat

Range Advisory, LLC

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About George Galat

George Galat is a financial advisor who has been active in the industry since 2013. George is currently registered with Range Advisory, LLC in Oregon, Pennsylvania, Texas and Virginia. George has previously been registered with UBS Financial Services Inc. and Vanguard Marketing Corporation. George holds the Series 6, 7 and 63 securities licenses, as well as the SIE exam. George has a designation as a Certified Financial Planner. George has specialized in investments, financial planning, and publication of periodicals.

Firm Information

George Galat is currently registered with Range Advisory, LLC. Range Advisory, LLC is an investment advisor based in McLean, Virginia. The firm provides financial planning, portfolio management for individuals, and publication of periodicals. They primarily serve individuals, both high-net-worth and non-high-net-worth, with a total of 698 clients and $27.2 million in regulatory assets under management.
Range Advisory, LLC

8350 BROAD STREET

MCLEAN, VA 22102

$27.20M

Assets Under Management

639

Total Clients

11

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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other

Membership dues

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George Galat’s Registration & Firm History

OR

06/30/2023 - Present

Range Advisory, LLC (Portland OR)

CA

12/16/2015 - 10/04/2016

UBS FINANCIAL SERVICES INC. (MENLO PARK CA)

AZ

03/15/2013 - 12/02/2015

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 03/26/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2016

Series 7 - General Securities Representative Examination

BC

Issued 03/14/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Galat.
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