AG
CFP
AG
CFP

Anthony Gallo

27 Years of Experience
Martinez, GA
BrokerSells Insurance

Anthony Gallo is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Martinez, GA, with 27 years of industry experience. Anthony 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

4210 Columbia Rd Ste 13B, Martinez, GA, 30907

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Anthony sells fixed insurance products including life, health, disability, annuities, and long-term care, dedicating minimal time to this. He is also the owner and CEO of Granitearch Wealth Management, spending about a quarter of his time providing financial advice and planning.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2023 - Present · 3 yrs 2 mos
Cetera Wealth Services, LLCBroker
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2020 - June 2023 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2004 - June 2020 · 16 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1998 - June 2020 · 21 yrs 7 mos
State Registrations11 states
ALFLGAKYMDMSNCNJOHSCVA
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.