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Gary Rudow

32 Years of Experience
New York, NY
1 DisclosureBroker

Gary Rudow is a registered investment advisor at Wells Fargo Advisors, based in New York, NY, with 32 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
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Location

280 Park Ave 27th & 29th Fls, New York, NY, 10017

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History

Regulatory History (1)
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Employment Separation After Allegations
November 2017
Other Business Activities

Gary is a board member of the Scarlet Knights Wrestling Club and a director for the Raritan Sigma Phi Epsilon Corporation, spending minimal time on each. He also has power of attorney for his father, assisting with financial affairs, which takes minimal time.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Wells Fargo Advisors
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
December 2017 - March 2025 · 7 yrs 3 mos
Stifel, Nicolaus & Company, IncorporatedBroker
November 2017 - March 2025 · 7 yrs 4 mos
Morgan StanleyBroker
June 2009 - November 2017 · 8 yrs 5 mos
Morgan Stanley & CO. IncorporatedBroker
May 2008 - June 2009 · 1 yr 1 mo
Bear, Stearns & CO. INC.Broker
January 2003 - May 2008 · 5 yrs 4 mos
Ryan Beck & CO.Broker
April 2002 - January 2003 · 9 mos
Gruntal & CO., L.L.C.Broker
March 2000 - May 2002 · 2 yrs 2 mos
Tucker Anthony IncorporatedBroker
January 1994 - March 2000 · 6 yrs 2 mos
State Registrations32 states
ALAZCACOCTDCFLGAHIILINKSKYMAMDMIMONCNJNMNVNYOHPASCTNTXUTVAVirgin IslandsWAWI
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.