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Fred Stephen Galovich

GALOVICH FINANCIAL PLANNING SERVICES INC·INGOMAR, Pennsylvania
Series 1, Series 6335 years registeredGALOVICH FINANCIAL PLANNING SERVICES INC
736 W. INGOMAR ROAD, INGOMAR, PA 15127CRD# 217097Firm CRD# 112222

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Fred Stephen Galovich · INGOMAR, PA
Registration
CRD #217097 · GALOVICH FINANCIAL PLANNING SERVICES INC · 35 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: GALOVICH FINANCIAL PLANNING SERVICES INC
WRP INVESTMENTS, INC.
Aug 2003 – Dec 2005
INGOMAR, PA
GALOVICH FINANCIAL PLANNING SERVICES, INC.
Feb 1991 – Dec 2012
INGOMAR, PA
02

Registrations & Exams

FINRA examinations passed
Series 1
Series 63
Registration record
First registered · February 19, 1991
Years registered · 35
03

Disclosure History

2013Regulatory·Final
2011Customer Dispute·Award / Judgment

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
GALOVICH FINANCIAL PLANNING SERVICES, INC.
CRD 112222 · SEC 801-23959
AUM
$35M
Regulatory assets under management
Employees
1
120 client accounts
Services offered by GALOVICH FINANCIAL PLANNING SERVICES, INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at GALOVICH FINANCIAL PLANNING SERVICES, INC. →
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05

Frequently Asked Questions

What services does Fred Stephen Galovich offer?
Fred Stephen Galovich specializes in Investment Management, Fee-Only Advisory.
What are Fred Stephen Galovich's credentials?
Fred Stephen Galovich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Fred Stephen Galovich located?
Fred Stephen Galovich is based in INGOMAR, Pennsylvania, last registered with GALOVICH FINANCIAL PLANNING SERVICES INC.
How does Fred Stephen Galovich charge for services?
Fred Stephen Galovich's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GALOVICH FINANCIAL PLANNING SERVICES INC?
GALOVICH FINANCIAL PLANNING SERVICES INC has approximately 1 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
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Research
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