Cameron Gallo Fitzgerald

Employer firm

Bdfs Capital LLC CRD 287680

$411M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2013 → 07/2017
  Lpl Financial
  Milford, DE
• 07/2017 → 05/2022
  Ms Howells & Co.
  Scottsdale, AZ
• 07/2017 → Present
  Black Diamond Financial Solutions
  Milford, DE
• 05/2022 → Present
  The Leaders Group Inc
  Littleton, CO
• 09/2018 → Present
  Bdfs Insurance Services Llc
  Rehoboth Beach, DE

Previous Registrations

• 2013-05-03 → 2017-07-25
  Lpl Financial Llc
  Milford, DE
  Rehoboth Beach, DE
• 2011-01-14 → 2013-05-06
  Pnc Wealth Management Llc
  Lewes, DE

Other Businesses

1.) BLACK DIAMOND FINANCIAL SOLUTIONS - 7/1/2017 - 19409 Plantation Road, Bldg 2, Unit 1, Rehoboth Beach, DE 19971 - Financial Advisor/Partner, Create and monitor financial plans and investments, Invt Rel, RIA business, 160hrs/mo; 140 hrs/mo (during trading hours). 2.) BDFS Insurance Services LLC - 9/2018 - 19409 Plantation Road, Bldg 2, Unit 1, Rehoboth Beach, DE 19971 - Insurance Agent, recommend insurance products. 10 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2011-01-13

Designations

• Certified Financial Planner

Other Names

• Cameron Gallo Fitzgerald
• Cameron Gallo Fitzgerald
• Cameron Gallo Fitzgerald