Roxane kronon Galati
Investment adviser representative at Cwa Asset Management Group
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.5BFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Cwa Asset Management GroupFeb 2018 to now
- Capital Wealth AdvisorsJan 2018 to now
- Ameriplanning and Investments LLCJul 2016 to Jan 2018
- Galati Financial LLCMar 2009 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cwa Asset Management Group
Legal name: Cwa Asset Management Group, LLC
$4.5BAssets managed
1,976Clients
48Advisers
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
- 4410774
- Firm CRD
- 158940