William Gamello (CRD# 1722812) is an Investment Advisor Representative working at Wpm Wealth Advisors LLC in Saratoga Springs, NY and has over 36 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wpm Wealth Advisors LLC | Saratoga Springs, NY | Oct 2021 - Current | 2 |
| Dinosaur Financial Group | New York, NY | Feb 2022 - Jan 2024 | 1 |
| Dinosaur Financial Group LLC | New York, NY | Jan 2018 - Jan 2024 | 6 |
| Dcm Advisors LLC | New York, NY | Jan 2018 - Dec 2021 | 3 |
| Dlg Wealth Management LLC | Valatie, NY | Aug 2013 - Jan 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1987 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management54MILLIONS
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Total Number of Accounts309ACCOUNTS
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Average Account Value$175,640
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, MA, NH, NY, TX
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