Del Gallo Financial Services, LLC
Del Gallo Financial Services, LLC (CRD# 148260) is a financial advisory firm headquartered in Avon, CT. They manage $8,071,769 in 87 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts87ACCOUNTS
Average Account Value$92,779
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Leonard Del Gallo (CRD# 2344847) is an Investment Advisor Representative working at Del Gallo Financial Services, LLC in Avon, CT and has over 24 years of experience in the finance industry. Leonard Del Gallo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.