Gianluca Palermo
Gianluca Palermo is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Melville, NY, with 20 years of industry experience. Gianluca is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
534 Broadhollow Rd, Suite 200 2nd Fl, Melville, NY, 11747
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2012Other Business Activities
Gianluca is a General Partner/Managing Member of United Pool Services LLC, a swimming pool service company, since May 2023. He dedicates minimal time to this activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
J.p.morgan Securities INC.Broker
J.P. Morgan Securities INC.Broker
Five Mile Capital Securities LLCBroker
Lazard Freres & CO. LLCBroker
Pruco Securities CorporationBroker
State Registrations30 states
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
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