Joseph Michael Gallo
Investment adviser representative at Clear Wave Wealth Management, LLC
14 yearsExperience
2 statesRegistered in
CFADesignation
$617MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Clear Wave Wealth Management, LLCNov 2025 to now
- Black Coral Financial Advisors, LLCSep 2012 to Nov 2025
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Clear Wave Wealth Management, LLC
$617MAssets managed
142Clients
2Advisers
Under 1 yearIn 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
- 5154254
- Firm CRD
- 338582