Angelo Gallo, financial advisor Somers NY

Angelo Gallo

CRD Number: 1471589
Current Firm: Lifelong Wealth Strategies, LLC

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.

Similar Advisors
Eric Bloom, financial advisor Somers NY
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
Anthony Leonardi, financial advisor Somers NY
Anthony M. Leonardi
CRD# 2626796
Lincoln Financial Advisors Corporation
Similar Advisors
Grace Toh, financial advisor Somers NY
Grace Y. Toh
CRD# 1483428
Abbington Investment Group, LLC
Company Name Location Dates Years
Lifelong Wealth Strategies, LLC Somers, NY Jan 2008 - Current 15
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
Contact Info for Angelo Gallo
Phone Number: 914-761-3237
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.