Charles D. Scarallo
Gestionnaire de Portefeuille-Actions chez GM Advisory Group, Inc.
Profil
Mr. Charles D.
Scarallo, CPA, is a Private Wealth Advisor & Wealth Strategist at GM Advisory Group, Inc. He joined GM Advisory Group in 2016 and brings to the firm over a decade of experience in advising clients on income and estate taxes.
He works closely with the Investment Team and Client Relationship Managers to execute holistic financial plans for our clients, designing creative strategies for wealth accumulation and tax-efficient wealth transfers.
Prior joined GM Advisory Group in 2016 and brings to the firm over a decade of experience in advising clients on income and estate taxes.
He works closely with the Investment Team and Client Relationship Managers to execute holistic financial plans for our clients, designing creative strategies for wealth accumulation and tax-efficient wealth transfers.
He received his undergraduate degree from St. Joseph's College-Brooklyn and a graduate degree from State University of New York College at Old Westbury.
He is a member of both the New York State Society of CPAs and the American Institute of CPAs.
Postes actifs de Charles D. Scarallo
| Sociétés | Poste | Début |
|---|---|---|
GM Advisory Group, Inc.
 GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program. | Gestionnaire de Portefeuille-Actions | 01/01/2016 |
Formation de Charles D. Scarallo
| St. Joseph's University New York | Undergraduate Degree |
| State University of New York at Old Westbury | Graduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
GM Advisory Group, Inc.
GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program. | Finance |
