Del Gallo Financial Services, LLC

Del Gallo Financial Services, LLC (CRD# 148260) is a financial advisory firm headquartered in Avon, CT. They manage $9,052,423 in 82 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $110,395
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Del Gallo Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Leonard J. Del Gallo
CRD#: 2344847
Avon, CT
96
Wealthminder
score

Leonard Del Gallo (CRD# 2344847) is an Investment Advisor Representative working at Del Gallo Financial Services, LLC in Avon, CT and has over 23 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.

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