Leonard Del Gallo, financial advisor Avon CT

Leonard Del Gallo

CRD Number: 2344847
Current Firm: Del Gallo Financial Services, LLC

Leonard Del Gallo (CRD# 2344847) is an Investment Advisor Representative working at Del Gallo Financial Services, LLC in Avon, CT and has over 29 years of experience in the finance industry. Leonard Del Gallo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advice And Planning Services
Professional Designations
Company Name Location Dates Years
Del Gallo Financial Services, LLC Avon, CT Dec 1999 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S65 NASAA Investment Advisors Law Examination Aug 1994
Contact Info for Leonard J. Del Gallo
Phone Number: 860-675-5201
Firm Website: http://www.delgallo.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $305,456
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CT

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