Magdalena
Eberhardt

Public Safety Financial/Galloway

CRD#2176162
Investment Advisor
in Mesa, AZ

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About this Advisor

Magdalena Eberhardt is a financial advisor based in Mesa, Arizona, working with Public Safety Financial/Galloway. Magdalena has previously held positions at Galloway Asset Management, LLC, Galloway Asset Management LLC, and Purshe Kaplan Sterling Investments. Magdalena has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and California. Currently, Magdalena is part of Public Safety Financial/Galloway, which operates out of Mesa, Arizona. The firm has 38 employees and manages assets totaling $792.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and educational seminars. The fee structure at Public Safety Financial/Galloway includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1138 N Alma School Rd Suite 201
Mesa, AZ 85201

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Public Safety Financial/Galloway Brokerage Details

Total Assets Under Management

$792,720,133

AZ Average: $1,555,372,352
Total Number of Employees

38

AZ Average: 37
Total Number of Accounts

3,821

AZ Average: 1,370
Average Account Size

$207,464

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Magdalena Eberhardt Work History

2014 - Present (10 years)

Purshe Kaplan Sterling Investments

2008 - Present (16 years)

Galloway Asset Management LLC

2006 - Present (18 years)

Galloway Asset Management, LLC

Disclosures

Please visit the SEC profile of Magdalena Eberhardt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Public Safety Financial/Galloway

Shane Conway
Greenville, SC
Drew Griffith
Mesa, AZ
Shane Knoll
Mesa, AZ
Joseph Turley
Mesa, AZ
Andrew Evans
Mesa, AZ
John Henderson
Mesa, AZ
Joe Connell
Mesa, AZ
Christopher Hoerchler
Springville, UT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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