Crescenzo Galli (CRD# 2521855) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Cherry Hill, NJ and has over 25 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Management Associates, Inc. | Cherry Hill, NJ | Jul 2017 - Current | 6 |
| Galli Real Estate Management | Hammonton, NJ | Aug 2006 - Current | 17 |
| Securities America, Inc. | Mt. Laurel, NJ | May 2003 - Current | 20 |
| Terry Lyles Corporation | West Palm Beach, FL | May 2003 - Current | 20 |
| Chris Galli | Hammonton, NJ | Oct 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1998 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
- NJ
-
Total Assets Under Management513MILLIONS
-
Total Number of Accounts1,829ACCOUNTS
-
Average Account Value$280,407
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
CA, DE, FL, MD, NC, NJ, NY, OH, PA, SC, VA
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