Joseph Gallo (CRD# 4674847) is an Investment Advisor Representative working at Fieldstone Money Management, Inc. in Hawthorne, NY and has 1 year of experience in the finance industry. Joseph 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.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Joseph T Gallo, Cpa | Hawthorne, NY | Jan 2000 - Current | 23 |
- NY
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts75ACCOUNTS
-
Average Account Value$95,635
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NY
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