Jeffrey Michael Galati

Employer firm

Cwa Asset Management Group CRD 158940

$4.51B regulatory AUM 1,975 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 07/2016 → 01/2018
  Ameriplanning And Investments Llc
  Naples, FL
• 01/2018 → Present
  Capital Wealth Advisors
  Naples, FL

Previous Registrations

• 2016-12-13 → 2018-01-31
  Ameriplanning And Investments Llc
  Naples, FL

Other Businesses

NAME OF OTHER BUSINESS: Eyes On It Home Watch LLC; INVESTMENT RELATED?: No; ADDRESS OF OTHER BUSINESS: 2280 14th St N Naples FL 34103; NATURE OF OTHER BUSINESS: Home Security Company; POSITION: Owner/Manager; RELATIONSHIP WITH OTHER BUSINESS: None; START DATE: 07/06/2021; NUMBER OF HOURS/MONTH YOU DEVOTE TO OTHER BUSINESS: 3 Hours; DUTIES RELATED TO OTHER BUSINESS: providing capital to launch the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-15

Designations

• Certified Financial Planner