Natalie Gallo
Investment adviser representative at Regent Peak Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$785.9MFirm assets
7 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Regent Peak Wealth Advisors, LLCSep 2025 to now
- JP Morgan Chase Bank NASep 2018 to Sep 2025
- JP Morgan Securities LLCSep 2018 to Sep 2025
- WestrockJun 2018 to Aug 2018
- Desktop Coworking CommunityJan 2018 to Jun 2018
- The University of GeorgiaJan 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (GA).
Regent Peak Wealth Advisors, LLC
$785.9MAssets managed
223Clients
9Advisers
7 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
- 7013882
- Firm CRD
- 298259