Gary Guglielmo is a registered investment advisor at Star Wealth Advisors, based in Boca Raton, FL, with 26 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 137 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SWA offers investment and portfolio management services for a fee based on the value of your portfolio. The annual fee ranges from 1.00% to 3.00% of the value of your portfolio. This fee is charged quarterly in advance.
Location
225 NE Mizner Blvd, Ste 350, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2018Customer Dispute
March 2017Customer Dispute
February 2013Other Business Activities
Gary is an equity owner in AFA Capital LLC for tax purposes, dedicating minimal time. He is also a Managing Director of Private Wealth Management at Start Wealth Advisers, spending about 10-20% of his time managing customer assets.
Employment History
Current Registrations
Star Wealth Advisors
Westpark Capital, INC.Broker
Previous Registrations
Westpark Capital, INC.
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
Dean Witter Reynolds INC.Broker
Prudential Securities IncorporatedBroker
State Registrations10 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.