Gary Wulf, CIMA, CDFA, financial advisor The Woodlands TX

Gary Wulf, CIMA, CDFA

CRD Number: 1988242
Current Firm: Morgan Stanley
Compensation Model: Fee Only

Gary Wulf, CIMA, CDFA (CRD# 1988242) is an Investment Advisor Representative working at Morgan Stanley in The Woodlands, TX and has over 22 years of experience in the finance industry.

Our clients are busy, successful professionals and business owners whose lives are filled to overflowing by the demands of career and their desire to spend time with family and friends.

Working together with me, you will have a seasoned and respected professional devoted to helping you spend more of your time with the people and things that are most important to you.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 6
Morgan Stanley Smith Barney Houston, TX Jun 2009 - Current 11
Morgan Stanley & Company Incorporated The Woodlands, TX Aug 2008 - Current 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Houston, TX Nov 2003 - Aug 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
S65 NASAA Investment Advisors Law Examination Apr 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gary L. Wulf, CIMA, CDFA
Phone Number: 914-225-5510
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    904,301
    MILLIONS
  • Total Number of Accounts
    1,863,328
    ACCOUNTS
  • Average Account Value
    $485,315
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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