LG
LG

Louis Gallipoli

29 Years of Experience
Toms River, NJ
2 DisclosuresBrokerSells Insurance

Louis Gallipoli is a registered investment advisor, based in Toms River, NJ, with 29 years of industry experience.

Location

11 Allen Street, Toms River, NJ, 08753

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2014
Denied
Customer Dispute
May 2011
Settled
Other Business ActivitiesSells Insurance

Louis is involved in several business activities, including selling equity indexed annuities through Avantax, working as an independent insurance agent, and serving as CFO for Cavalier Logistics Management. He also manages Gallipoli Wealth Management LLC and Gallipoli Consulting LLC for tax and business purposes, and is involved with CAV Holdings LLC and Gallipoli Family LLC.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
June 2002 - September 2025 · 23 yrs 3 mos
Avantax Investment Services, INC.Broker
March 1997 - September 2025 · 28 yrs 6 mos
State Registrations17 states
AZCACOFLHIMAMEMINJNYOKORPASCTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Louis Gallipoli - Financial Advisor | TrueAdvisor