Charles D Scarallo

Employer firm

Wealthspire Advisors CRD 106181

$34.3B regulatory AUM 400 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

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

Current Employers

Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-04-09

NY RA
APPROVED

Since 2026-04-09

Branch Locations

400 Broadhollow Road, Suite 301, Melville, NY 11747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wealthspire Advisors	Melville	NY	01/2016	Present

01/2016 → Present

Wealthspire Advisors

Melville, NY

Previous Registrations

2021-08-23 → 2026-06-02

Wealthspire Advisors

Melville, NY

Other Businesses

CKAS Equipment LLC, Non-investment related, 9 Larch Lane, Smithtown, NY 11787, Heavy Equipment Acquisition for rental purposes, Manager and Sole Owner, December 2021, 8hrs, 0hrs, Serve as manager of the LLC and acquire heavy equipment to generate income through a a cooperative rental platform.