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Amy Zvonkovic Galli

Calton & Associates, Inc.

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About Amy Zvonkovic Galli

Amy Galli is a financial advisor with Calton & Associates, Inc. located in Tampa, Florida. Amy has been in the financial services industry since 2003. Prior to joining Calton & Associates, Inc. in 2022, Amy worked at Cetera Advisor Networks LLC in El Segundo, California. Amy is licensed to provide financial services in California.

Firm Information

Amy Galli is currently registered with Calton & Associates, Inc.. Calton & Associates, Inc. is a Florida corporation formed in 1987. Headquartered in Tampa, the firm offers a wide range of advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. With over 375 registered representatives and 221 investment advisory professionals, Calton & Associates manages approximately $1.2 billion in assets for clients, primarily individuals and pension plans. The firm is registered with the SEC and all 53 states.
Calton & Associates, Inc.

2701 N. ROCKY POINT DRIVE

TAMPA, FL 33607

$1.22B

Assets Under Management

Not reported

Total Clients

231

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Amy Galli’s Registration & Firm History

FL

01/19/2022 - Present

Calton & Associates, Inc. (TAMPA FL)

CA

10/28/2011 - 04/21/2020

CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)

CA

10/28/2011 - 04/21/2020

CETERA ADVISORS LLC (EL SEGUNDO CA)

CA

10/28/2011 - 04/21/2020

CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)

CA

01/25/2005 - 09/27/2011

LPL FINANCIAL LLC (SAN DIEGO CA)

NY

01/25/2000 - 10/13/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/16/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Zvonkovic Galli.
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