AG
CFP
AG
CFP

Anthony Galati

11 Years of Experience
Marlton, NJ
Broker

Anthony Galati is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Marlton, NJ, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

14 East Main Street, Marlton, NJ, 08053

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2017 - Present · 9 yrs 4 mos
Raymond James Financial Services, INC.Broker
July 2014 - Present · 11 yrs 10 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
February 2015 - December 2015 · 10 mos
State Registrations2 states
DENJ
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.