Gary Wulf, CIMA, CDFACRD 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.
Ronald Blue & Company, LLC
Houston Wealth Management
Raymond James Financial Services Advisors, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||3|
|Morgan Stanley Smith Barney||Houston, TX||Jun 2009 - Current||8|
|Morgan Stanley & Company Incorporated||The Woodlands, TX||Aug 2008 - Current||9|
|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|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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