GW
GW
Gary Wargo is a registered investment advisor, based in Pittsburgh, PA, with 21 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Pittsburgh, PA
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Regulatory History (1)
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Judgment / Lien
October 2023Other Business ActivitiesSells Insurance
Gary is a partner in Blueprint Financial Solutions LLC, which is investment-related to a fixed insurance business, since 2021. He dedicates full-time hours to the business, with about half of those hours during trading hours.
Employment History
Current Registrations
American Global Wealth Management, INC.
January 2026 - Present · 9 mos
American Global Wealth Management, INC.Broker
January 2026 - Present · 9 mos
Cape Investment Advisory, INC.
August 2012 - Present · 14 yrs 2 mos
Previous Registrations
Cape Securities INC.Broker
August 2012 - February 2026 · 13 yrs 6 mos
AXA Advisors, LLC
June 2005 - August 2012 · 7 yrs 2 mos
AXA Advisors, LLCBroker
April 2005 - August 2012 · 7 yrs 4 mos
State Registrations8 states
ALFLGAMSNCOHPATX
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.
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