LG
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Louis Gallipoli

26 Years of Experience
Toms River, NJ
1 DisclosureBrokerSells Insurance

Louis Gallipoli is a registered investment advisor at Cetera Investment Advisers LLC, based in Toms River, NJ, with 26 years of industry experience. Louis 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

11 Allen St, Toms River, NJ, 08753

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History

Regulatory History (1)
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Customer Dispute
May 2011
Settled
Other Business ActivitiesSells Insurance

Louis owns and manages rental properties through LJG2 Holdings LLC and Cedar Row Associates LLC, and is a member of the Community Medical Center Planned Gi Hospital committee. Louis also manages the accounting firm Gallipoli & Gallipoli, PC full-time, and sells equity indexed annuities through Avantax affiliated insurance agencies, dedicating a few hours per week.

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
July 2002 - September 2025 · 23 yrs 2 mos
Avantax Investment Services, INC.Broker
February 2000 - September 2025 · 25 yrs 7 mos
State Registrations2 states
FLNJ
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.