Charles
Scarallo

Gm Advisory Group, Inc

CRD#7420754
Investment Advisor
in Melville, NY

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About this Advisor

Charles Scarallo is a certified financial planner working in Melville, New York with a total of 2 years of relevant experience. Scarallo currently works for Gm Advisory Group, Inc. During their career, Scarallo has held roles at Gm Advisory Group, Markowitz, Fenlon & Bank and Sheehan & Company. Scarallo is approved to serve investors in New York. Gm Advisory Group, Inc is an advisory firm headquartered in Melville, NY. It has offices in two locations and a total of 49 people on staff. It administers $3 billion in assets among its 1,938 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves nine charities and foundations. Of its 1,938 customer accounts, 50% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which service is offered. Fees billed by Gm Advisory Group, Inc likely consist of asset-based, fixed and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

400 Broadhollow Road Suite 301
Melville, NY 11747

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Gm Advisory Group, Inc Brokerage Details

Total Assets Under Management

$2,514,704,958

NY Average: $7,464,549,021
Total Number of Employees

49

NY Average: 88
Total Number of Accounts

1,938

NY Average: 3,892
Average Account Size

$1,297,577

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Charles Scarallo Work History

Charles has been registered as a financial advisor for 2 years.*

2016 - Present (8 years)

Gm Advisory Group

2015 - 2016 (1 year)

Markowitz, Fenlon & Bank

2011 - 2015 (4 years)

Sheehan & Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Charles Scarallo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gm Advisory Group, Inc

Brian Mcauliffe
Melville, NY
Christopher Castellano
Melville, NY
Ryan Connor
Melville, NY
Charles Scarallo
Melville, NY
Francis Balas
Melville, NY
Eric Bernstein
Melville, NY
Frank Lavrigata
Melville, NY
Frank Marzano
Melville, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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