Angelo Gallo (CRD# 1471589) is an Investment Advisor Representative working at Lifelong Wealth Strategies, LLC in Somers, NY and has over 36 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifelong Wealth Strategies, LLC | Somers, NY | Jan 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1987 |
| S66 | NASAA Uniform Combined State Law Examination | May 2003 |
| S65 | NASAA Investment Advisors Law Examination | May 2004 |
- NY
-
Total Assets Under Management11MILLIONS
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Total Number of Accounts66ACCOUNTS
-
Average Account Value$173,182
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY
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