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Anthony G Gallo

Investment adviser representative at Cetera Investment Advisers LLC
28 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets

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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 fee

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

28 years in the industry.

  1. Sr. Wealth PlannerSep 2025 to now
  2. Granitearch Insurance AdvisorsFeb 2024 to now
  3. Cetera Investment Advisers LLCMar 2023 to now
  4. Cetera Wealth Services, LLCJun 2020 to now
  5. Granitearch Wealth ManagementApr 2020 to now
  6. Bank of America, N.A.Jul 2011 to Jun 2020
  7. Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 1998 to Jun 2020

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law1998

State registrations

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

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
3129205
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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