David Gulacsy, financial advisor Winter Park FL

David Gulacsy

CRD Number: 5584342
Current Firm: Sandhill Wealth Management, Inc.

David Gulacsy (CRD# 5584342) is an Investment Advisor Representative working at Sandhill Wealth Management, Inc. in Winter Park, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Fortune Financial Services, Inc. Monaca, PA Apr 2018 - Current 5
Sandhill Wealth Management, Inc. Winter Park, FL Dec 2017 - Current 6
Platinum Wealth Partners Tampa, FL Jan 2017 - Dec 2017 < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Dec 2016 1
Morgan Stanley Smith Barney Winter Park, FL Aug 2009 - Dec 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for David A. Gulacsy
Phone Number: 407-214-6424
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    59
    MILLIONS
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $791,920
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL

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