GM
GM

Garry Musto

7 Years of Experience
Wilmington, DE

Garry Musto is a registered investment advisor at Windmark Investment Partners, INC., based in Wilmington, DE, with 7 years of industry experience. Garry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$225.1M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2 Righter Parkway, Suite 105, Wilmington, DE, 19803

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Garry serves as a volunteer member of the Investment Committee of The Museum of the American Revolution since February 2020. He attends periodic Investment Committee meetings.

Employment History
Current Registrations
Windmark Investment Partners, INC.
October 2018 - Present · 7 yrs 7 mos
State Registrations1 state
DE
Advisor

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.