Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gallo is a financial advisor with over 15 years of experience in the industry. Robert currently works with Tiaa-Cref Individual & Institutional Services, LLC, and is registered in several states including New York, New Jersey, and Connecticut. Robert is also a registered Investment Advisor in New York. Previously, Robert held positions at TD Private Client Wealth LLC, Citigroup Global Markets Inc., and Morgan Stanley Smith Barney. Robert has a wide range of experience and specializes in portfolio management for individuals and businesses, and financial planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
05/25/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (MELVILLE NY)
NY
10/31/2013 - 12/09/2014
TD PRIVATE CLIENT WEALTH LLC (NEW YORK NY)
NY
04/26/2011 - 10/24/2013
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/18/2010 - 02/11/2011
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
05/29/2007 - 12/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/20/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (HUNTINGTON STATION NY)
IA
Issued 05/13/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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