Gary Wulf is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...
Location
717 Texas Avenue, Suite 3050, Houston, TX, 77002
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2007Denied
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
August 2008 - June 2009 · 10 mos
Morgan Stanley & CO. Incorporated
August 2008 - June 2009 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2003 - September 2008 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2003 - September 2008 · 4 yrs 10 mos
Mariner Investment GroupBroker
November 2003 - December 2003 · 1 mo
Ernst & Young Investment Advisers LLP
July 2001 - November 2003 · 2 yrs 4 mos
Fidelity Brokerage Services LLCBroker
November 1998 - January 2001 · 2 yrs 2 mos
Bank United Securities CORP.Broker
March 1998 - November 1998 · 8 mos
Liberty Securities CorporationBroker
January 1998 - March 1998 · 2 mos
Fidelity Brokerage Services, INC.Broker
March 1994 - January 1998 · 3 yrs 10 mos
First American National Securities, INC.Broker
January 1990 - December 1991 · 1 yr 11 mos
State Registrations20 states
ARCACODEFLILLAMNMOMTNMNYOKORSCTXUTVAWAWI
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.