Chad Galvan

Employer firm

Voya Financial Advisors, Inc. CRD 2882

$3.87B regulatory AUM 120 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 07/2017
  David White And Associates
  San Ramon, CA
• 07/2017 → 03/2018
  Silver Oak Wealth Advisors
  Los Angeles, CA
• 09/2018 → 05/2021
  Dash Investments
  Los Angeles, CA
• 04/2018 → 08/2018
  N/A
  Los Angeles, CA
• 12/2021 → 03/2022
  Gwfs Equities, Inc.
  Greenwood Village, CO
• 06/2021 → 11/2021
  N/A
  San Jose, CA
• 04/2022 → 01/2024
  Blankinship & Foster, Llc
  Solana Beach, CA
• 01/2024 → Present
  Voya Financial Advisors, Inc.
  San Jose, CA

Previous Registrations

• 2022-02-14 → 2022-04-12
  Empower Advisory Group, Llc
  Greenwood Village, CO
  San Jose, CA
• 2019-05-22 → 2021-05-18
  Dash Investments
  Woodland Hills, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-02-04
• S65 Uniform Investment Adviser Law Examination
  2018-07-25