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Joseph Michael Gallo

Clear Wave Wealth Management, LLC

Red Bank, NJ

CRD 5154254

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Employer firm

Clear Wave Wealth Management, LLC CRD 338582

$617M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Clear Wave Wealth Management, Llc

331 Newman Springs Road Building 3, 2Nd Floor Suite 320, Red Bank, NJ 07701 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-11-21
TX RA APPROVED 2025-11-17
  • NJ RA
    APPROVED
    Since 2025-11-21
  • TX RA
    APPROVED
    Since 2025-11-17

Branch Locations

331 Newman Springs Road Building 3, 2Nd Floor Suite 320, Red Bank, NJ 07701 • 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
OrganizationCityStateFromTo
Black Coral Financial Advisors, Llc Mount Olive NJ 09/2012 11/2025
Clear Wave Wealth Management Red Bank NJ 11/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-03
  • S66 Uniform Combined State Law Examination
    2010-12-03
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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