Frank M. Galzarano
WEALTHCARE ADVISORY PARTNERS LLC
Cherry Hill, NJ 08003
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CRD#: 2305346
Professional summary
Frank Michael Galzarano, AIF®, CFP® is a registered financial advisor currently at WEALTHCARE ADVISORY PARTNERS LLC located in Cherry Hill, New Jersey.
Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Frank has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Insurance Planning
What is your minimum asset requirement?
250K
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.
1. 9/3/2015:Galzarano Grantor Trust--Investment Related--Home Based--Act in a Fiduciary Capacity--Trustee--Start 07/12/2012--1% Time Spent--Trustee for a trust that was established by father, Francis J. Galzarano. 2. 9/3/2015:Frank Galzarano, Musician--Not Investment Related--Home Based--Other-Musician--Started 1/1/1990--Time Spent 1%. 3. 9/14/2016:No Business Name--Investment Related--Home Based & Haddon Heights, NJ 08035--Start 07/10/2005--Real Estate Rental--1Hour/Month;0HoursDuringSecuritiesTrading--Single family home. 4. 5/12/2021:Wealthcare Advisory Partners, LLC--DBA: (Hybrid) GDI Private Wealth Advisors--InvestRel--AtReptBusLoc(s)--Registered Investment Advisor DBA--IAR--Started5/3/2021--140 Hours Per Month/6HoursDuringSecuritiesTrading. 5. 5/12/2021:Wealthcare Advisory Partners, LLC--InvestRel--AtReptBusLoc(s)--Registered Investment Advisor Hybrid--IAR--Started5/3/2021--160 Hours Per Month/8HoursDuringSecuritiesTrading--I provide investment advisory services through Wealthcare Advisory Partners, LLC, an independent investment advisor firm. I started this business activity in 05/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 10/29/2021 - No Business Name - Investment Related - Home Based & Blackwood, NJ - Real Estate Rental - Started 11/22/2018 - 1 Hour Per Month/0 Hours During Securities Trading. 7. 12/21/2021 - No Business Name - Investment Related - Brigantine, NJ - Real Estate Rental - Started 07/01/2021 - 1 Hour Per Month During Securities Trading. 8. 1/7/2022 - ASH BROKERAGE - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 12/23/2021. 9. 03/31/2022 - 215 Residential, LLC - Investment Related - Real Estate Rental - Start Date - 04/01/2022- 1 Hours Per Month/ 0 Hours During Securities Trading. 10. 02/02/2023 - No Business Name - Investment Related - Bellmawr, NJ - Real Estate Rental - Start Date: 09/01/2021 - 1 Hour Per month/0 Hours During Securities Trading. 11. 03/22/2024 - lea capital partners - Real Estate Rental - Investment Related - Johnson City, TN - Start Date 12/15/2023 - 1 Hour Per Month/ 0 Hours During Trading 12) 02/05/2025 - alpine brokerage - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:01/27/2025 - 2 Hrs/Mth - 2 Hrs During Trading. 13 ) 01/24/2025 - GENCO RENTALS, LLC - Investment Related - Real Estate Rental - Deptford, NJ - Start Date:11/25/2022 - 1 Hrs/Mth - 0 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Frank Michael Galzarano'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®
CFP®
Start date: 2021
Experience
Current
May 4, 2021 - Present
WEALTHCARE ADVISORY PARTNERS LLC
Office #1: 1814 East Route 70 Suite 350, Cherry Hill, NJ 08003RIA
CRD#: 171976
Cherry Hill, NJ
Past
August 7, 2017 - September 26, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
CHERRY HILL, NJ
Past
September 9, 2015 - May 7, 2021
GOOD LIFE ADVISORS, LLC
RIA
CRD#: 171898
CHERRY HILL, NJ
Past
September 3, 2015 - July 10, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
CHERRY HILL, NJ
Past
June 27, 2006 - September 14, 2015
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
MARLTON, NJ
Past
January 29, 2004 - September 14, 2015
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
CHERRY HILL, NJ
Past
October 1, 2000 - January 28, 2002
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
January 7, 2000 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WEALTHCARE ADVISORY PARTNERS LLC
2020 FINANCIAL GROUP | WISER WEALTHCARE, INC. | WINDBROOK SOLUTIONS, LLC | WILBORN ADVISORS | WEALTHY PROFITS | WEALTHSCORZ FINANCIAL GROUP | WEALTHCARE RETIREMENT PARTNERS | WEALTHCARE PARTNERS OF TENNESSEE | WEALTHCARE PARTNERS OF SANTA BARBARA | WEALTHCARE PARTNERS | WEALTHCARE OF THE LEHIGH VALLEY | WEALTHCARE NY | WEALTHCARE MID-ATLANTIC | WEALTHCARE MANAGEMENT SERVICES | WEALTHCARE LIVONIA | WEALTHCARE CAPITAL MANAGEMENT | WEALTHCARE ADVISORY PARTNERS LLC | WEALTHCARE ADVISORY PARTNERS | WEALTHCARE ADVISORS, LLC | WEALTHCARE ADVISORS LLC | WEALTH MATTERS ADVISORS | WEALTH MATTERS | WATER STREET FINANCIAL | WATER STREET ADVISORY | VICTOR WEALTH MANAGEMENT | TP INVESTMENT ADVISORY SERVICES | TOMASH FINANCIAL | THE MILLERS FINANCIAL GROUP | THE FALKE GROUP WEALTH MANAGEMENT | TATTERSALL FINANCIAL SERVICES | SS&C WEALTH MANAGEMENT | SOMMERS FINANCIAL MANAGEMENT | SOLOFF WEALTH MANAGEMENT | SOLARIS FINANCIAL MANAGEMENT, LLC | SECURE PLANNING GROUP LLC | SECURE PLANNING GROUP | SAVOIRE FINANCIAL | SANCUS WEALTH MANAGEMENT, LLC | PRUDENT WEALTHCARE | PRIVATE WEALTH ADVISORS | PRINCETON WEALTH PLANNING | PRECISION BENEFITS & INSURANCE | PINE HARBOR WEALTH MANAGEMENT | PASCHANG & ASSOCIATES, LLC | PARAGON WEALTH SOLUTIONS | PALUCK CAPITAL MANAGEMENT | PALLADIUM WEALTH MANAGEMENT | OWENBY JONES WEALTH MANAGEMENT LLC | ONE TREE WEALTH MANAGEMENT | MINT STREET CAPITAL | MILLER-RICHARDS WEALTH MANAGEMENT, LLC | MILLER FINANCIAL GROUP | MGR FINANCIAL MANAGEMENT | MCGUIRE FINANCIAL SOLUTIONS | MARK MAHANEY | LUMINOUS WEALTH | LONGFORD WEALTH MANAGEMENT | LONG FINANCIAL GROUP, INC. | LAMACCHIO FINANCIAL GROUP | KNIFFEN PORTFOLIO MANAGEMENT | KK FINANCIAL SOLUTIONS | KEMPNER WEALTH MANAGEMENT | K&G FINANCIAL GROUP | JOPPA MILL ADVISORS LTD | JANET BARR CFS | JA JOHNSON GROUP | INTELLIGENT DIVERSIFIED FINANCIAL (I-D FINANCIAL) | INTEGRATIVE INVESTING | INSIGHT INVESTMENT ADVISORY | INNOVATIVE FINANCIAL SOLUTIONS, INC. | HÖLLJES FINANCIAL, LLC | HAVEN ADVISORY PARTNERS | GUNN FINANCIAL ASSOCIATES | GDI PRIVATE WEALTH ADVISORS | GAC PARTNERS, LLC | FOCALPOINT WEALTH MANAGEMENT | FINPOINT WEALTH MANAGEMENT | FINANCIAL WELLNESS & STRATEGIES | FELLOWS FINANCIAL GROUP | FELLOWS AND BLAKE FINANCIAL GROUP | FELLOWS ADVISORY | FELLOWS & BLAKE & HOFFMAN FINANCIAL, LLC | FELLOWS & BLAKE | FELLOWS | FEDERAL HILL WEALTH MANAGEMENT | EAGLE FINANCIAL | DENALI WEALTH MANAGEMENT | CREEKSIDE FINANCIAL GROUP, INC. | COVENANT INVESTMENTS | COUNSEL FIDUCIARY, LLC | CONNECTIVITY FINANCIAL PARTNERS, INC | COLLABORATIVE FINANCIAL SOLUTIONS | COGENTBLUE WEALTH ADVISORS, LLC | CODY FINANCIAL ADVISORS | COCCARELLI WEALTH MANAGEMENT | CLEAR PATH ADVISORS LLC | CKL CAPITAL | CARRERA FINANCIAL | CARDINAL WEALTH GROUP | CAPITAL WEALTH MANAGEMENT | BREDIN INVESTMENTS | BLUE ADVISORS | BLACKSHIRE WEALTH MANAGEMENT | BIRDS EYE WEALTH PLANNING | BEACON WEALTH MANAGEMENT, LLC | ASSURGENT WEALTH MANAGEMENT | ANDREW M. MEEHAN, INC. | ANDREW M. MEEHAN | ALONGSIDE ADVISORS | ALG FINANCIAL | ADK | WEALTHCARE PARTNERS | AB CLEMENCE & CO | 44 MANAGEMENT | 24 FINANCIAL
CRD#: 171976 / SEC#: 801-80067
RIA
Registered Investment Advisory firm - (7/14/2014 Approved)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 Jersey(5/4/2021)
IAR
Texas(5/5/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WA
WEALTHCARE ADVISORY PARTNERS LLC
2020 FINANCIAL GROUP | WISER WEALTHCARE, INC. | WINDBROOK SOLUTIONS, LLC | WILBORN ADVISORS | WEALTHY PROFITS | WEALTHSCORZ FINANCIAL GROUP | WEALTHCARE RETIREMENT PARTNERS | WEALTHCARE PARTNERS OF TENNESSEE | WEALTHCARE PARTNERS OF SANTA BARBARA | WEALTHCARE PARTNERS | WEALTHCARE OF THE LEHIGH VALLEY | WEALTHCARE NY | WEALTHCARE MID-ATLANTIC | WEALTHCARE MANAGEMENT SERVICES | WEALTHCARE LIVONIA | WEALTHCARE CAPITAL MANAGEMENT | WEALTHCARE ADVISORY PARTNERS LLC | WEALTHCARE ADVISORY PARTNERS | WEALTHCARE ADVISORS, LLC | WEALTHCARE ADVISORS LLC | WEALTH MATTERS ADVISORS | WEALTH MATTERS | WATER STREET FINANCIAL | WATER STREET ADVISORY | VICTOR WEALTH MANAGEMENT | TP INVESTMENT ADVISORY SERVICES | TOMASH FINANCIAL | THE MILLERS FINANCIAL GROUP | THE FALKE GROUP WEALTH MANAGEMENT | TATTERSALL FINANCIAL SERVICES | SS&C WEALTH MANAGEMENT | SOMMERS FINANCIAL MANAGEMENT | SOLOFF WEALTH MANAGEMENT | SOLARIS FINANCIAL MANAGEMENT, LLC | SECURE PLANNING GROUP LLC | SECURE PLANNING GROUP | SAVOIRE FINANCIAL | SANCUS WEALTH MANAGEMENT, LLC | PRUDENT WEALTHCARE | PRIVATE WEALTH ADVISORS | PRINCETON WEALTH PLANNING | PRECISION BENEFITS & INSURANCE | PINE HARBOR WEALTH MANAGEMENT | PASCHANG & ASSOCIATES, LLC | PARAGON WEALTH SOLUTIONS | PALUCK CAPITAL MANAGEMENT | PALLADIUM WEALTH MANAGEMENT | OWENBY JONES WEALTH MANAGEMENT LLC | ONE TREE WEALTH MANAGEMENT | MINT STREET CAPITAL | MILLER-RICHARDS WEALTH MANAGEMENT, LLC | MILLER FINANCIAL GROUP | MGR FINANCIAL MANAGEMENT | MCGUIRE FINANCIAL SOLUTIONS | MARK MAHANEY | LUMINOUS WEALTH | LONGFORD WEALTH MANAGEMENT | LONG FINANCIAL GROUP, INC. | LAMACCHIO FINANCIAL GROUP | KNIFFEN PORTFOLIO MANAGEMENT | KK FINANCIAL SOLUTIONS | KEMPNER WEALTH MANAGEMENT | K&G FINANCIAL GROUP | JOPPA MILL ADVISORS LTD | JANET BARR CFS | JA JOHNSON GROUP | INTELLIGENT DIVERSIFIED FINANCIAL (I-D FINANCIAL) | INTEGRATIVE INVESTING | INSIGHT INVESTMENT ADVISORY | INNOVATIVE FINANCIAL SOLUTIONS, INC. | HÖLLJES FINANCIAL, LLC | HAVEN ADVISORY PARTNERS | GUNN FINANCIAL ASSOCIATES | GDI PRIVATE WEALTH ADVISORS | GAC PARTNERS, LLC | FOCALPOINT WEALTH MANAGEMENT | FINPOINT WEALTH MANAGEMENT | FINANCIAL WELLNESS & STRATEGIES | FELLOWS FINANCIAL GROUP | FELLOWS AND BLAKE FINANCIAL GROUP | FELLOWS ADVISORY | FELLOWS & BLAKE & HOFFMAN FINANCIAL, LLC | FELLOWS & BLAKE | FELLOWS | FEDERAL HILL WEALTH MANAGEMENT | EAGLE FINANCIAL | DENALI WEALTH MANAGEMENT | CREEKSIDE FINANCIAL GROUP, INC. | COVENANT INVESTMENTS | COUNSEL FIDUCIARY, LLC | CONNECTIVITY FINANCIAL PARTNERS, INC | COLLABORATIVE FINANCIAL SOLUTIONS | COGENTBLUE WEALTH ADVISORS, LLC | CODY FINANCIAL ADVISORS | COCCARELLI WEALTH MANAGEMENT | CLEAR PATH ADVISORS LLC | CKL CAPITAL | CARRERA FINANCIAL | CARDINAL WEALTH GROUP | CAPITAL WEALTH MANAGEMENT | BREDIN INVESTMENTS | BLUE ADVISORS | BLACKSHIRE WEALTH MANAGEMENT | BIRDS EYE WEALTH PLANNING | BEACON WEALTH MANAGEMENT, LLC | ASSURGENT WEALTH MANAGEMENT | ANDREW M. MEEHAN, INC. | ANDREW M. MEEHAN | ALONGSIDE ADVISORS | ALG FINANCIAL | ADK | WEALTHCARE PARTNERS | AB CLEMENCE & CO | 44 MANAGEMENT | 24 FINANCIAL
CRD#: 171976 / SEC#: 801-80067
RIA
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Contact information
Main Address
1065 Andrew Drive, West Chester, PA 19380
Mailing Address
Phone number
(804) 644-4711
Established
Firm type
Fiscal year end
# of Employees
219
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,986 |
| AUM (Assets Under Management) | $ 6,015,135,638 |
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.
Company Information
WEALTHCARE ADVISORY PARTNERS LLC
CRD#: 171976Cherry Hill, NJ 08003TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
