G
Galstian, Shahe
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides discretionary investment management using three model portfolios (Conservative, Balanced and Growth) and allocates across stocks, bonds, mutual funds and exchange-traded funds to align accounts with clients’ objectives. It serves individuals, high‑net‑worth clients and retirement plan participants and tailors portfolio allocations and account restrictions subject to mutual agreement.
The firm’s approach emphasizes diversified, model‑based strategies, ongoing monitoring and periodic rebalancing intended to pursue risk‑adjusted returns, and it selects custodial and broker‑dealer relationships with an eye toward execution and operational support. The adviser may receive research or other soft‑dollar support from custodians and clients may incur brokerage commissions for certain individual securities transactions.
Notable distinctions include the adviser’s status as a licensed insurance producer who may recommend insurance products and receive commissions, a disclosed conflict of interest that is uncommon among peer investment managers. The brochure also discloses a prior Chapter 7 bankruptcy (filed and discharged in 2007) and indicates participation in industry educational events and conferences, features that are not typical for many firms in this category.
Client services
Portfolio management
Educational seminars or workshops
Expertise
Wealth management
Fee options
1.00% annually (negotiable)
Clients may incur brokerage commissions and/or transaction fees for securities transactions and insurance commissions for insurance products.
Main office location
Galstian, Shahe
7117 Park Avenue Suite A2
North Bergen NJ 07047, United States
Number of offices
0
Most active in
Galstian, Shahe has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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