Gary Stirk
Gary Stirk is a registered investment advisor at Osaic Wealth, INC., based in Rochester, NY, with 25 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
109 S Union Street, Ste 335, Rochester, NY, 14607
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary is the President of GES Wealth Management Inc., his S corporation for tracking GDC and office expenses. He is also an IA with Plan Service Group, dedicating about a quarter of his time to advisory services, and occasionally sells variable insurance through Insurance Resources, spending minimal time on this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Ensemble Financial Services, INC.
Ensemble Financial Services, INC.Broker
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
Wachovia Securities, LLCBroker
Sage, Rutty & CO., INC.Broker
State Registrations41 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.