Matthew Gallo, financial advisor Walnut Creek CA
88 score

Matthew Gallo

CRD Number: 6377593
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Matthew Gallo (CRD# 6377593) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America N.a. Walnut Creek, CA Nov 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek, CA Jul 2014 - Current 2
Unemployed Walnut Creek, CA May 2014 - Jul 2014 < 1
Loyola Marymount University Los Angeles, CA Aug 2010 - May 2014 3
Monte Vista High School Danville, CA Aug 2006 - Aug 2010 4
Seven Hills Middle School Walnut Creek, CA Aug 2003 - Aug 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Matthew D. Gallo
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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