AG
AG

Alexis Erin Gallati

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
143 advisors
Number of Clients
7,497 clients
Average Client Portfolio
$31.8M average
Assets Under Management
$238.6B

Fee Structure

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Location

4000 Macarthur Blvd., Suite 1050, Newport Beach, CA, 92660

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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 Activities

Alexis is the owner and lead tax strategist for Cerebral Tax Advisors, Inc., providing tax advisory and compliance services. This activity, along with business development, marketing, and sales, occupies Alexis full-time.

Employment History
Current Registrations
Sageview Advisory Group, LLC
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Forta Financial Group, INC.
August 2020 - October 2021 · 1 yr 2 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.
Alexis Erin Gallati - Financial Advisor | TrueAdvisor