AG
AG

Arthur Graig Gallo

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
955 clients
Average Client Portfolio
$594K average
Assets Under Management
$567.4M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1820 Lancaster St, Baltimore, MD, 21231

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Arthur is an agent at Corto Financial Group (CFG) since 2019, focusing on insurance sales, including life, disability, and long-term care, taking nearly all of his time. He also has a partnership with Splash Financial since 2022, refinancing medical student loans, and Gallo Financial Group LLC established in 2023 for personal tax purposes.

Employment History
Current Registrations
Lombard Advisers Incorporated
June 2019 - Present · 6 yrs 8 mos
Lombard Securities IncorporatedBroker
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
Nylife Securities LLCBroker
March 2019 - March 2019 · 0 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.