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Jeffrey Michael Galati

CWA Asset Management Group

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About Jeffrey Michael Galati

Jeffrey Michael Galati is a financial advisor who has been working in the industry since 2010. Jeffrey currently works at CWA Asset Management Group. Prior to this role, Jeffrey was employed at NYLIFE SECURITIES LLC. Jeffrey is a Certified Financial Planner and holds the Series 6, SIE, and Series 65 licenses. Jeffrey specializes in providing financial advice to individuals, corporations, businesses, and charitable organizations. Jeffrey is registered with the state of Florida.

Firm Information

Jeffrey Galati is currently registered with CWA Asset Management Group. Capital Wealth Advisors, a Naples, FL-based registered investment advisor, provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They manage approximately $2.5 billion in assets for over 3,500 clients. The firm specializes in providing wealth management services to high net worth individuals, corporations, and retirement plans. They offer a variety of investment services, including customized portfolio management, financial planning, and retirement planning. Capital Wealth Advisors is dedicated to helping their clients achieve their financial goals.
CWA Asset Management Group

9130 GALLERIA COURT

NAPLES, FL 34109

$2.53B

Assets Under Management

1,515

Total Clients

37

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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percentage of assets

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

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Jeffrey Galati’s Registration & Firm History

FL

02/13/2018 - Present

CWA Asset Management Group (NAPLES FL)

FL

11/04/2010 - 06/24/2016

NYLIFE SECURITIES LLC (NAPLES FL)

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Licenses & Designations

IA

Issued 11/15/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/24/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Michael Galati.
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