Gulseren Mutlu, financial advisor Austin TX

Gulseren Mutlu

CRD Number: 7435976
Current Firm: Forefront Wealth Partners

Gulseren Mutlu (CRD# 7435976) is an Investment Advisor Representative working at Forefront Wealth Partners in Austin, TX and has 1 year of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Calton & Associates, Inc. Austin, TX Feb 2022 - Current < 1
Forefront Wealth Partners Austin, TX Jan 2022 - Current < 1
Calton & Associates, Inc. Austin, TX Oct 2021 - Jan 2022 < 1
Park Avenue Securities Austin, TX Sep 2021 - Oct 2021 < 1
Rethink Wealth Austin, TX Aug 2021 - Sep 2021 < 1
Unemployed Austin, TX May 2021 - Jul 2021 < 1
University Of Texas At Austin Austin, TX Jan 2018 - Apr 2021 3
Idea Schools Austin, TX Sep 2019 - Dec 2019 < 1
Unemployed Austin, TX Jun 2019 - Aug 2019 < 1
Unemployed Austin, TX Jul 2017 - Dec 2017 < 1
City University Of Hong Kong Kowloon Tong, Aug 2010 - Jun 2017 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Gulseren Mutlu
Phone Number: (512) 802-5836
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $240,302
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, TX

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