Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-05
  • NY RA
    APPROVED
    Since 2025-09-05

Branch Locations

2300 Victory Blvd, Staten Island, NY 10314 • 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
Avantax Investment Services, Inc. Staten Island NY 05/2015 09/2025
Thomas S. Gallo Cpa Staten Island NY 10/2000 Present
Avantax Advisory Services Staten Island NY 06/2015 09/2025
2300 Victory Blvd Llc Staten Island NY 09/2019 Present
Avantax Insurance Agency, Llc Staten Island NY 05/2016 09/2025
Cetera Wealth Services, Llc Staten Island NY 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 05/2015 → 09/2025
    Avantax Investment Services, Inc.
    Staten Island, NY
  • 10/2000 → Present
    Thomas S. Gallo Cpa
    Staten Island, NY
  • 06/2015 → 09/2025
    Avantax Advisory Services
    Staten Island, NY
  • 09/2019 → Present
    2300 Victory Blvd Llc
    Staten Island, NY
  • 05/2016 → 09/2025
    Avantax Insurance Agency, Llc
    Staten Island, NY
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Staten Island, NY
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2021-08-25 → 2025-09-05
    Avantax Advisory Services
    Staten Island, NY
Other Businesses

Thomas S.Gallo CPA~'NIR'~250 Midway Ave~Fanwood~NJ~07023~Accounting~Owner/Sole Proprietor~10/1/2000~80hrs~5hrs~Owner of CPA Firm|Fiduciary Appointment-Trustee~'NIR'~254 Jerome Avenue~Staten Island~NY~10305~12/15/2018~I many spend one hour per month just reviewing her bank accounts.hrs~There is no trading at all I will spend only about 1 hour per month reviewing bank account balances with her.hrs~I assist her in managing her funds which are primarily in bank accounts and CDs.|2300 Victory Blvd LLC~'NIR'~2300 Victory Blvd~Staten Island~NY~10314~Rental Property~Owner~9/6/2019~2hrs~1hrs~To collect rent and pay bills for the property. My brother is a 50% owner who will share in the activities| LOCAL TOWN COMMITTEE MEMBER POSITION: Republican Committee District Member of Fanwood NJ NATURE: I was elected as Republican Committee District Member of Fanwood NJ where I represent a section of my town for the Republican Committee of Union County. The term is for 2 years. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/17/2024 ADDRESS: 2300 Victory Blvd, Staten Island NY 10314, United States DESCRIPTION: I am to vote on issues pertaining to the section of my town in Fanwood NJ. These issues may arise during the course of my term. 3) Carmela Lore Irrv Residence Trust; Trustee; Fiduciary Appointment; NIR; 1; 12/15/2018; 254 Jerome Avenue Staten Island NY 10305; I assist her in managing her funds which are primarily in bank accounts and CDs. 4) 2300 Victory Blvd LLC; Owner; Rental Property; IR; 1; 09/06/2019; 2300 Victory Blvd Staten Island NY 10314; To collect rent and pay bills for the property. My brother is a 50% owner who will share in the activities

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-12-31
  • S63 Uniform Securities Agent State Law Examination
    1993-12-31
Other Names
  • Thomas Sal Gallo
  • Thomas S Gallo

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Staten Island, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor