Guy Gallo, financial advisor Red Bank NJ

Guy Gallo

CRD Number: 1024203
Current Firm: Withum Wealth Management

Guy Gallo (CRD# 1024203) is an Investment Advisor Representative working at Withum Wealth Management in Red Bank, NJ and has over 41 years of experience in the finance industry.

Similar Advisors
Mark Abadir, financial advisor Red Bank NJ
Mark A. Abadir
CRD# 2130640
Ameriprise Financial Services, LLC
Similar Advisors
Raymond Abbate, financial advisor Red Bank NJ
Raymond J. Abbate
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Samirah Abdul-Alim, financial advisor Red Bank NJ
Samirah Abdul-Alim
CRD# 1863193
Primerica Advisors
Company Name Location Dates Years
Withum Wealth Management Red Bank, NJ Oct 2021 - Current 2
Buckman Advisory Group LLC Little Silver, NJ Mar 2005 - Dec 2021 16
Buckman, Buckman & Reid (fka Mercer, Bokert, Buckman & Reid) Little Silver, NJ Oct 1989 - Dec 2021 32
Mercer Capital Advisers, Inc. Red Bank, NJ Aug 2007 - Sep 2021 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1982
S66 NASAA Uniform Combined State Law Examination Mar 2000
Contact Info for Guy F. Gallo
Phone Number: 732-450-0147
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,332
    MILLIONS
  • Total Number of Accounts
    1,367
    ACCOUNTS
  • Average Account Value
    $974,036
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, CT, DC, FL, IL, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA

Ready to hire a financial advisor? Get competitive proposals from Guy Gallo and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.