TrueAdvisor
TrueAdvisor
GG
GG

Gary Guglielmo

Star Wealth Advisors
26 Years of Experience
Boca Raton, FL
3 DisclosuresBroker
View SEC Summary
View SEC Summary

Gary Guglielmo is a registered investment advisor at Star Wealth Advisors, based in Boca Raton, FL, with 26 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 159 clients with $44M in assets under management.

Star Wealth Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
159 clients
Average Client Portfolio
$279K average
Assets Under Management
$44.4M

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.

View Full SEC Brochure

Location

Boca Raton, FL

Get directions

History

Regulatory History (3)
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
August 2018
Denied
Customer Dispute
March 2017
Denied
Customer Dispute
February 2013
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
May 2025 - Present · 1 yr 5 mos
Westpark Capital, INC.Broker
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Westpark Capital, INC.
November 2024 - April 2025 · 5 mos
Morgan StanleyBroker
June 2009 - August 2022 · 13 yrs 2 mos
Morgan Stanley
June 2009 - August 2022 · 13 yrs 2 mos
Citigroup Global Markets INC.
June 2005 - June 2009 · 4 yrs
Citigroup Global Markets INC.Broker
June 2002 - June 2009 · 7 yrs
Deutsche Bank Securities INC.Broker
January 2001 - June 2002 · 1 yr 5 mos
Db Alex. Brown LLCBroker
May 2000 - January 2001 · 8 mos
Dean Witter Reynolds INC.Broker
December 1998 - June 2000 · 1 yr 6 mos
Prudential Securities IncorporatedBroker
February 1997 - January 1999 · 1 yr 11 mos
State Registrations10 states
ALCACOFLNJNVNYPASCTX
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.
More Advisors
More financial advisors in Boca Raton, FL →All financial advisors in Florida →