Anthony G Gallo

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1998 → 06/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Augusta, GA
• 07/2011 → 06/2020
  Bank Of America, N.A.
  Augusta, GA
• 04/2020 → Present
  Granitearch Wealth Management
  Martinez, GA
• 06/2020 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2024 → Present
  Granitearch Insurance Advisors
  Martinez, GA
• 09/2025 → Present
  Sr. Wealth Planner
  Martinez, GA

Previous Registrations

• 2004-04-07 → 2020-06-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Augusta, GA
  Augusta, GA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: GRANITEARCH WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY START DATE: 4/2020 POSITION/TITLE/RELATIONSHIP: OWNER, CEO APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 50 BRIEF DESCRIPTION OF DUTIES: , FINANCIAL ADVICE AND PLANNING THROUGH DBA 3. NAME OF OTHER BUSINESS: AUGUSTA KIWANIS ; INVESTMENT RELATED: NO; ADDRESS: P O BOX 102 AUGUSTA, GA 30903; NATURE OF BUSINESS: NON PROFIT; START DATE: 10/2023; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: DETERMINES POLICIES, ACTIVITIES FOR CLUB, APPROVES BUDGET AND BILLS, COUNSEL COMMITIES, GENERAL CLUB MANAGEMENT; 4. NAME OF OTHER BUSINESS: COLUMBIA COUNTY EXCHANGE CLUB ; INVESTMENT RELATED: NO; ADDRESS: P O BOX 3313 EVANS, GA 30809; NATURE OF BUSINESS: NON PROFIT; START DATE: 07/2023; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: DETERMINES POLICIES, ACTIVITIES FOR CLUB, APPROVES BUDGET AND BILLS, COUNSEL COMMITIES, GENERAL CLUB MANAGEMENT; 5. NAME OF OTHER BUSINESS: GRANITEARCH INSURANCE ADVISORS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: INSURANCE SERVICES; START DATE: 02/2024; POSITION/TITLE/RELATIONSHIP: OWNER, CEO; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PLACING GROUP BENEFITS FOR COMPANIES AND INDIVIDUAL MEDICARE INSURANCE; 6. NAME OF OTHER BUSINESS: GEORGIALINA OUTDOOR DREAM FOUNDATION, INVESTMENT RELATED: NO, ADDRESS: 4210 COLUMBIA RD STE 15A, MARTINEZ., GA 30907, NATURE OF BUSINESS: NON-PROFIT, START DATE: 01/2025, POSITION/TITLE/RELATIONSHIP: PRESIDENT, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: LEADERSHIP, OPERATIONAL MGMT., BOARD RELATIONS, PUBLIC RELATIONS AND FUNDRAISING.; 7. NAME OF OTHER BUSINESS: SR. WEALTH PLANNER; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 9/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  1998-12-15

Designations

• Certified Financial Planner

Other Names

• Tony Gallo
• Anthony G Gallo
• Anthony George Gallo
• Tony George Gallo