Unclaimed Profile

Denise Perry

GALAXY INVESTMENT MANAGEMENT, LLC·UNIONDALE, New York

Clean recordGALAXY INVESTMENT MANAGEMENT, LLC

626 RXR PLAZA, UNIONDALE, NY 11556CRD# 6580887Firm CRD# 281589

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Denise Perry · UNIONDALE, NY

Registration

CRD #6580887 · GALAXY INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Denise Perry is a registered financial advisor based in UNIONDALE, New York, affiliated with GALAXY INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Denise

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Denise is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

GALAXY INVESTMENT MANAGEMENT, LLC

AUM

$267M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GALAXY INVESTMENT MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6580887

Firm CRD# 281589

View on FINRA BrokerCheck →

Looking for a financial advisor in UNIONDALE?

Browse all registered financial advisors in UNIONDALE, New York or claim this profile if it's yours.

Browse UNIONDALE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Denise Perry offer?

Denise Perry specializes in Retirement Planning. Contact their office in UNIONDALE, New York for a consultation.

What are Denise Perry's credentials?

Denise Perry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Denise Perry located?

Denise Perry is based in UNIONDALE, New York, working with GALAXY INVESTMENT MANAGEMENT, LLC. Their office serves clients in the UNIONDALE metropolitan area and surrounding communities.

How does Denise Perry charge for services?

Denise Perry's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GALAXY INVESTMENT MANAGEMENT, LLC?

GALAXY INVESTMENT MANAGEMENT, LLC has approximately 8 employees and manages $267M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →