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Angelo Gallo

Lifelong Wealth Strategies, LLC

Somers, NY

CRD 1471589

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Employer firm

Lifelong Wealth Strategies, LLC CRD 125504

$11.9M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Lifelong Wealth Strategies, Llc

Somers, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-04-15
  • NY RA
    APPROVED
    Since 2022-04-15

Branch Locations

Somers, NY • 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
Lifelong Wealth Strategies, Llc Somers NY 01/2008 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-05-26
S66 Uniform Combined State Law Examination 2003-05-23
S63 Uniform Securities Agent State Law Examination 1987-05-11
  • S65 Uniform Investment Adviser Law Examination
    2004-05-26
  • S66 Uniform Combined State Law Examination
    2003-05-23
  • S63 Uniform Securities Agent State Law Examination
    1987-05-11

View on SEC IAPD

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