Crescenzo Cesare Camilo Galli

Employer firm

Wealth Management Associates, Inc. CRD 117606

$717M regulatory AUM 46 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2003 → 06/2024
  Securities America, Inc.
  Mt. Laurel, NJ
• 05/2003 → Present
  Terry Lyles Corporation
  West Palm Beach, FL
• 08/2006 → Present
  Galli Real Estate Management
  Hammonton, NJ
• 10/2001 → Present
  Chris Galli
  Hammonton, NJ
• 07/2017 → Present
  Wealth Management Associates, Inc.
  Cherry Hill, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Cherry Hill, NJ

Previous Registrations

• 2002-07-22 → 2003-12-31
  Securities America Advisors, Inc.
  Marlton, NJ

Other Businesses

WEALTH MANAGEMENT ASSOCIATES, INC. POSITION: Investment Advisor NATURE: Investment Advisory business INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 4 START DATE: 07/31/2017 ADDRESS: 1909 East Route 70 Suite 100, Cherry Hill NJ 08003, United States DESCRIPTION: Giving investment advice for a fee. INSURANCE AGENT POSITION: Sales Agent NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 08/2001 - LOCATED AT 1909 ROUTE 70 EAST, STE 100, CHERRY HILL, NJ 08003 INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 08/01/2001 ADDRESS: 1909 Rt. 70, Suite 100, Cherry Hill NJ 08003, United States DESCRIPTION: Insurance and Annuity Sales GALLI REAL ESTATE MANAGEMENT POSITION: Owner NATURE: REAL ESTATE INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2000 ADDRESS: 311 Pine Rd, Hammonton NJ 08037, United States DESCRIPTION: Managing and maintaining the property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-01
• S63 Uniform Securities Agent State Law Examination
  1998-06-08

Other Names

• Crescenzo Cesare Camilo Galli
• Crescenzo Ceasare Galli
• Chris Galli