linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph T. Gallo

Fieldstone Money Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph T. Gallo

Joseph T. Gallo is a financial advisor at Fieldstone Money Management, Inc. Joseph has been in the financial services industry since 2000 and has been registered with the state of New York since 2022. He is a Certified Financial Planner and specializes in providing financial planning and portfolio management services to individuals. Joseph has a total of 71 accounts under management with a total of $8,093,004 in assets under management.

Firm Information

Joseph Gallo is currently registered with Fieldstone Money Management, Inc.. Fieldstone Money Management, Inc. is an investment advisory firm with approximately $8.09 million in regulatory assets under management. They provide portfolio management services for individuals and have a total of 71 accounts, consisting of 4 high-net-worth individuals and 45 other individuals.

$8.09M

Assets Under Management

Not reported

Total Clients

2

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.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Gallo’s Registration & Firm History

NY

04/24/2022 - Present

Fieldstone Money Management, Inc. (HAWTHORNE NY)

Not sure if Joseph T. Gallo is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph T. Gallo.
Not sure if Joseph T. Gallo is right for you?