David Gulacsy is a registered investment advisor, based in Winter Park, FL, with 16 years of industry experience.
Location
831 West Morse Blvd, Winter Park, FL, 32789
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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David owns Sandhill Wealth Management, Inc., a registered investment advisory firm. He spends his time selling, managing, and servicing client accounts.
Employment History
Current Registrations
Fortune Financial Services, INC.Broker
April 2018 - Present · 8 yrs 1 mo
Sandhill Wealth Management, INC.
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Dinosaur Financial Group, L.L.CBroker
January 2017 - March 2017 · 2 mos
Platinum Wealth Partners
December 2016 - January 2018 · 1 yr 1 mo
Morgan Stanley
September 2009 - December 2016 · 7 yrs 3 mos
Morgan StanleyBroker
September 2009 - December 2016 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2008 - February 2009 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2008 - February 2009 · 3 mos
State Registrations4 states
CAFLNCNY
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.