Pietro Galina
Advisor at Proxy Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Proxy Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Windermere, FL 34786
Credentials
Series 65
Industry experience
2 years
Pietro Galina is a financial advisor at Proxy Wealth Advisors LLC with two years of industry experience. He holds a Series 65 designation and has been with Proxy Wealth Advisors since 2023. Outside of his advisory role, he is involved in property management and business consultancy through several companies based in Maringa, Brazil. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, and is notable for its cross-border services, including immigration-related financial planning for foreign clients.
Based on Proxy Wealth Advisors LLC
Up to $5,000 one-time fixed fee for comprehensive financial planning for individuals; up to $10,000 initial fee and up to $7,500 annual updates for business planning; up to $50,000 fixed fee for immigration and financial planning services, all negotiable.
Insurance commissions received for insurance products, no advisory fee on these transactions.
$250 per hour, negotiable in advance
9100 Conroy Windermere Rd., Suite 217
Windermere, FL 34786
Florida
Proxy Wealth Advisors LLC
2023 - Present (3 years)
GLP Participação Imobiliaria Ltda
2021 - Present (5 years)
Empreendimentos Imobiliarios Pine
2018 - Present (8 years)
VPP Empreendimentos e Negocios
1993 - Present (33 years)
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Is not active or affiliated with:
Insurance agent
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They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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