Lee GalloCRD Number: 1834118
Current Firm: Deutsche Bank Securities Inc.
Lee Gallo (CRD# 1834118) is an Investment Advisor Representative working at Deutsche Bank Securities Inc. in Greenwich, CT and has over 28 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
|Deutsche Bank Securities Inc.||Greenwich, CT||Jul 2011 - Current||6|
|Deutsche Banc Alex Brown||New York, NY||Apr 2001 - Jul 2011||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1989|
|S65||NASAA Investment Advisors Law Examination||Sep 1997|
Total Assets Under Management5,524MILLIONS
Total Number of Accounts5,921ACCOUNTS
Average Account Value$932,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV