Merrill
46yrs
Top advisor by experience in Pleasanton
7yrs
Edwin Galindo
Financial advisor at Merrill
Based in Pleasanton, California, Edwin Galindo is a fiduciary financial advisor with 7 years of industry experience. Edwin joined Merrill in 2019, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 241 advisors with offices in Pleasanton, and one of 216 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office4900 Hopyard Rd, Pleasanton, CA 94588
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowMerrillCurrent firm
Contact Edwin
(800) 637-7455Firm headquarters in New York, NY. Ask for Edwin. 4900 Hopyard RdPleasanton, CA 94588Office · Get directions
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Questions to ask Edwin
Tailored to Edwin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Edwin
How do I contact Edwin?
Call Merrill at (800) 637-7455 and ask for Edwin Galindo. Edwin works from the Pleasanton, CA office.
How long has Edwin been a financial advisor?
Edwin has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Edwin hold?
Series 66. Tap any license on this page to see what it allows.
Is Edwin a fiduciary?
Edwin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Edwin paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Edwin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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