Angelo Gallo (CRD# 1471589) is an Investment Advisor Representative working at Lifelong Wealth Strategies, LLC in Somers, NY and has over 37 years of experience in the finance industry.
CRD# 2809814
Edward Jones
CRD# 2865203
Gamco Asset Management Inc.
CRD# 4188944
O'shaughnessy Asset Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifelong Wealth Strategies, LLC | Somers, NY | Jan 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1987 |
| S66 | NASAA Uniform Combined State Law Examination | May 2003 |
| S65 | NASAA Investment Advisors Law Examination | May 2004 |
- NY
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts66ACCOUNTS
-
Average Account Value$173,182
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY
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