David GulacsyCRD 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.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses