Louis Gallipoli (CRD# 2835674) is an Investment Advisor Representative working at Avantax Advisory Services in Bayville, NJ and has over 27 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 6728845
Ades Wealth Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gallipoli Wealth Management LLC | Englewood, FL | Jan 2021 - Current | 3 |
| Gallipoli & Gallipoli, P.c. | Toms River, NJ | Jan 2001 - Current | 23 |
| Avantax Insurance Agency, LLC | Toms River, NJ | Jan 2000 - Current | 24 |
| Avantax Advisory Services | Toms River, NJ | Jul 1997 - Current | 26 |
| Avantax Investment Services, Inc. | Toms River, NJ | Dec 1996 - Current | 27 |
| Self Employed Accountant | Bayville, NJ | Jan 1980 - Current | 44 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1997 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- NJ
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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