CG
Crescenzo C. Galli
WEALTH MANAGEMENT ASSOCIATES
Cherry Hill, NJ 08003
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CRD#: 2521855
CG
Professional summary
Crescenzo Cesare Camilo Galli JR, who also goes by Chris Galli, Crescenzo Ceasare Galli, Crescenzo Cesare Camilo Galli, is a registered financial advisor currently at WEALTH MANAGEMENT ASSOCIATES, INC. located in Cherry Hill, New Jersey and OSAIC WEALTH, INC. located in Haddonfield, New Jersey.
Crescenzo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Crescenzo has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Galli | Crescenzo Ceasare Galli | Crescenzo Cesare Camilo Galli
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.
WEALTH MANAGEMENT ASSOCIATES, INC. POSITION: Investment Advisor NATURE: Investment Advisory business INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 4 START DATE: 07/31/2017 ADDRESS: 1909 East Route 70 Suite 100, Cherry Hill NJ 08003, United States DESCRIPTION: Giving investment advice for a fee. INSURANCE AGENT POSITION: Sales Agent NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 08/2001 - LOCATED AT 1909 ROUTE 70 EAST, STE 100, CHERRY HILL, NJ 08003 INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 08/01/2001 ADDRESS: 1909 Rt. 70, Suite 100, Cherry Hill NJ 08003, United States DESCRIPTION: Insurance and Annuity Sales GALLI REAL ESTATE MANAGEMENT POSITION: Owner NATURE: REAL ESTATE INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2000 ADDRESS: 311 Pine Rd, Hammonton NJ 08037, United States DESCRIPTION: Managing and maintaining the property.
CRS (Client Relationship Summary) - RIA
Click below to view Crescenzo Cesare Camilo Galli JR'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®
NoneExperience
Current
July 28, 2017 - Present
WEALTH MANAGEMENT ASSOCIATES, INC.
Office #1: 1909 Route 70 East Suite 100, Cherry Hill, NJ 08003RIA
CRD#: 117606
Cherry Hill, NJ
Current
June 14, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 11 E Mt. Vernon Ave., Haddonfield, NJ 08033RIA
BD
CRD#: 23131
Haddonfield, NJ
Past
July 22, 2002 - December 31, 2003
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
MARLTON, NJ
Past
August 6, 2001 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
CHERRY HILL, NJ
Past
January 26, 2000 - June 15, 2001
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
May 28, 1998 - February 18, 2000
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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".
WM
WEALTH MANAGEMENT ASSOCIATES, INC.
HADDONFIELD FINANCIAL PLANNING | WEALTH MANAGEMENT ASSOCIATES, INC.
CRD#: 117606 / SEC#: 801-79993
RIA
Registered Investment Advisory firm - (7/2/2014 Approved)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/28/2014 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Connecticut(6/14/2024)
RR
Delaware(6/14/2024)
RR
District of Columbia(8/27/2025)
RR
Florida(6/14/2024)
RR
Idaho(8/27/2025)
RR
Illinois(6/14/2024)
IAR
New Jersey(7/28/2017)
RR
New Jersey(6/14/2024)
RR
North Carolina(6/14/2024)
RR
Pennsylvania(6/14/2024)
RR
Virginia(6/14/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WM
WEALTH MANAGEMENT ASSOCIATES, INC.
HADDONFIELD FINANCIAL PLANNING | WEALTH MANAGEMENT ASSOCIATES, INC.
CRD#: 117606 / SEC#: 801-79993
RIA
Registered Investment Advisory firm - (7/2/2014 Approved)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/28/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1909 Route 70 East Suite 100, Cherry Hill, NJ 08003
Mailing Address
Phone number
(856) 424-2350
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,972 |
| AUM (Assets Under Management) | $ 646,804,888 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
