Gary Gullo
Gary Gullo is a registered investment advisor at Newedge Advisors, based in Medina, MN, with 38 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
Medina, MN
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2001Other Business ActivitiesSells Insurance
Gary sells fixed, long-term care, and health insurance, dedicating minimal time to this activity. He is also the co-president of Olympus Financial Advisors, spending nearly full-time advising clients on financial matters.
Employment History
Current Registrations
Newedge Advisors
Newedge Securities, LLCBroker
Previous Registrations
Mid Atlantic Financial Management, INC.
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Carillon Investments, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.