Anthony M Gallea
Managing Director, Wealth Management,
Financial Advisor,
Senior Portfolio Management Director,
Workplace Advisor – Equity Compensation
Direct:
(561) 578-3742(561) 578-3742
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Founder of the Pelican Bay Group at Morgan Stanley and Senior Portfolio Management Director at Morgan Stanley’s Portfolio Management Group, Tony and his colleagues oversee the investment management of over $3 billion for individual and institutional clients, as of December 31, 2020. This includes $1.4 billion in covered call writing strategies, also for individual and institutional clients.
Mr. Gallea has received numerous industry awards and recognition, and has appeared on CNBC, CNN, Bloomberg Television, National Public Radio, USA Network and AP Radio Network. He has been interviewed by The Wall Street Journal and was the subject of a full-page interview in The New York Times. A founding board member of the Portfolio Management Institute, he was its first President.
Tony also is an accomplished author in the investment field with four books to his credit: The Lump Sum Handbook; Contrarian Investing; The Lump Sum Advisor, and Bulls Make Money, Bears Make Money, Pigs Get Slaughtered.
A native of Rochester, New York he now resides in Palm Beach Gardens, Florida and Hendersonville, North Carolina. A graduate of the University of Rochester (BA) and Colorado State University (MBA), he is a life member of American Mensa and served as an adjunct professor at St John Fisher’s Bittner School of Business. In addition, Mr. Gallea serves as an arbitrator for FINRA, the Financial Industry Regulatory Authority, in its Dispute Resolution Program.
In his spare time, Mr. Gallea is a competitive chess player and an avid golfer. A supporting member of the Cato Institute, as well as the Ludwig von Mises Institute, Mr. Gallea has been with Morgan Stanley since 1980.
Mr. Gallea has received numerous industry awards and recognition, and has appeared on CNBC, CNN, Bloomberg Television, National Public Radio, USA Network and AP Radio Network. He has been interviewed by The Wall Street Journal and was the subject of a full-page interview in The New York Times. A founding board member of the Portfolio Management Institute, he was its first President.
Tony also is an accomplished author in the investment field with four books to his credit: The Lump Sum Handbook; Contrarian Investing; The Lump Sum Advisor, and Bulls Make Money, Bears Make Money, Pigs Get Slaughtered.
A native of Rochester, New York he now resides in Palm Beach Gardens, Florida and Hendersonville, North Carolina. A graduate of the University of Rochester (BA) and Colorado State University (MBA), he is a life member of American Mensa and served as an adjunct professor at St John Fisher’s Bittner School of Business. In addition, Mr. Gallea serves as an arbitrator for FINRA, the Financial Industry Regulatory Authority, in its Dispute Resolution Program.
In his spare time, Mr. Gallea is a competitive chess player and an avid golfer. A supporting member of the Cato Institute, as well as the Ludwig von Mises Institute, Mr. Gallea has been with Morgan Stanley since 1980.
Securities Agent: OK, SC, UT, WA, WY, WV, WI, VT, VI, VA, TX, TN, SD, RI, PA, OR, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MN, MI, ME, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, MO, MD, PR; General Securities Representative; Investment Advisor Representative
NMLS#: 1331964
NMLS#: 1331964
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Education and Licensing
- Author of Four Investment Books
- BA - University of Rochester, Rochester, NY
- MBA - Colorado State University, Ft. Collins, CO
Associations
- Contrarian Investing Anthony M. Gallea and William Patalon III, Co-Authors, 1998, Prentice Hall Press
- The Cato Institute
- The Ludwig von Mises Institute
- The Lump Sum Advisor Anthony M. Gallea, Author, 1999, Prentice Hall Press
Location
1250 Pittsford Victor Rd
Ste 350, Bldg 200
Pittsford, NY 14534
US
Direct:
(561) 578-3742(561) 578-3742
Fax:
(561) 557-6041(561) 557-6041
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact Anthony M Gallea today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
