David Gulacsy, financial advisor Windermere FL
93 score

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 Windermere, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Sandhill Wealth Management, Inc. Windermere, FL Dec 2017 - Current < 1
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
Unemployed Orlando, FL Feb 2009 - Aug 2009 < 1
Merrill Lynch Winter Park, FL Aug 2008 - Feb 2009 < 1
Global Lending Group/griffin Financial Group Altamonte Springs, FL Jul 2005 - Aug 2008 3
Wells Fargo Orando, FL Dec 2007 - May 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for David A. Gulacsy
Phone Number: 321-662-9270
Registered State(s):
  • FL
Current Firm Details
Sandhill Wealth Management, Inc.
Firm's CRD Number: 291649
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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