Angelo Gallo

LIFELONG WEALTH STRATEGIES

Somers, NY

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CRD#: 1471589

Professional summary

Angelo Gallo is a registered financial advisor currently at LIFELONG WEALTH STRATEGIES, LLC located in Somers, New York.

Angelo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Angelo has worked at 10 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angelo Gallo's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 15, 2022 - Present

LIFELONG WEALTH STRATEGIES, LLC

RIA

CRD#: 125504

Somers, NY

Past

January 5, 1998 - December 31, 1998

SICOR SECURITIES INC

CRD#: 16195

DAYTON, OH

Past

May 9, 1997 - December 31, 1997

CENTENNIAL CAPITAL MANAGEMENT, INC.

CRD#: 38988

ATLANTA, GA

Past

October 25, 1991 - May 14, 1997

WORLD INVEST CORPORATION

CRD#: 17223

DEERFIELD BEACH, FL

Past

March 1, 1991 - November 7, 1991

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

March 1, 1991 - November 7, 1991

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

January 3, 1989 - December 24, 1990

STEIN ABBOTT AND COMPANY INC.

CRD#: 23697

YONKERS, NY

Past

January 27, 1988 - January 3, 1989

STEIN ABBOTT AND COMPANY

CRD#: 13692

Past

June 26, 1987 - October 4, 1989

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

March 24, 1987 - June 3, 1987

E. F. HUTTON & COMPANY INC

CRD#: 235

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(4/15/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/26/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/23/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/11/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/21/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/26/1994

General Securities Principal Examination

Current Firm

LIFELONG WEALTH STRATEGIES, LLC

GALLO, ANGELO | LIFELONG WEALTH STRATEGIES, LLC | GALLO,ANGELO

CRD#: 125504 / SEC#:

New Mexico

Registered Investment Advisory firm - (12/16/2003 Terminated)

New York

Registered Investment Advisory firm - (9/4/2001 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Somers, NY

Mailing Address

Phone number

(914) 761-3237

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	65
AUM (Assets Under Management)	$ 11,926,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Angelo Gallo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angelo Gallo's CRS (Customer Relationship Summary).

Certified licenses

Experience

SICOR SECURITIES INC

CENTENNIAL CAPITAL MANAGEMENT, INC.

WORLD INVEST CORPORATION

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

STEIN ABBOTT AND COMPANY INC.

STEIN ABBOTT AND COMPANY

1717 CAPITAL MANAGEMENT COMPANY

E. F. HUTTON & COMPANY INC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/26/2004

Series 66

Date: 5/23/2003

Series 63

Date: 5/11/1987

Series 7

Date: 3/21/1987

Series 24

Date: 5/26/1994

Current Firm

LIFELONG WEALTH STRATEGIES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LIFELONG WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

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