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 who works out of Mesa, Arizona with 15 years of relevant experience. Eberhardt currently works for Public Safety Financial/Galloway. Over the course of their career, Eberhardt has held roles at Galloway Asset Management, LLC, Cambridge Investment Research, Inc, Galloway Asset Management LLC and Purshe Kaplan Sterling Investments. Eberhardt maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Arizona and California. Public Safety Financial/Galloway is a financial advisory company that has its headquarters in Mesa, AZ. It controls $638 million in assets among its 3,615 accounts, placing it among the larger firms in the nation by assets under management. Of its 3,615 customer accounts, just 2% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and educational seminars. A financial advisor's fees vary depending on which services are provided. However, fee types billed by Public Safety Financial/Galloway can be comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

15 years

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

$638,119,337

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

36

AZ Average: 37
Total Number of Accounts

3,615

AZ Average: 1,370
Average Account Size

$176,520

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

Magdalena has been registered as a financial advisor for 15 years.*

2014 - Present (10 years)

Purshe Kaplan Sterling Investments

2008 - Present (16 years)

Galloway Asset Management LLC

2006 - Present (18 years)

Galloway Asset Management, LLC

2008 - 2013 (5 years)

Cambridge Investment Research, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Bradley Standage
Mesa, AZ
Shane Conway
Greenville, SC
David Turley
Mesa, AZ
Joseph Turley
Mesa, AZ
Shane Knoll
Mesa, AZ
Joe Connell
Mesa, AZ
Drew Harvey
Mesa, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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