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Crescenzo Cesare camilo Galli

Investment adviser representative at Wealth Management Associates, Inc.
25 yearsExperience
1 stateRegistered in
$717.4MFirm assets
12 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

25 years in the industry.

  1. Osaic Wealth, Inc.Jun 2024 to now
  2. Wealth Management Associates, Inc.Jul 2017 to now
  3. Galli Real Estate ManagementAug 2006 to now
  4. Terry Lyles CorporationMay 2003 to now
  5. Chris GalliOct 2001 to now
  6. Securities America, Inc.May 2003 to Jun 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Wealth Management Associates, Inc.

$717.4MAssets managed
930Clients
11Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2521855
Firm CRD
117606
Advisor's SEC record (opens in a new tab)
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