Andrew Gallonio
Andrew Gallonio is a registered investment advisor at Cetera Investment Advisers LLC, based in Cranston, RI, with 27 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Cranston, RI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew sells equity indexed annuities through Avantax Insurance Agency and/or Avantax Insurance Services, dedicating a few hours per week. He also owns A.V. Gallonio, EA, providing tax preparation and accounting services, taking about a quarter of his time, and works as an Enrolled Agent, representing clients before the IRS, nearly full-time. Additionally, Andrew owns and manages rental property, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
H.D. Vest Investment ServicesBroker
State Registrations10 states
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