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Andrew Parham Gary

Wolf Group Capital Advisors

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About Andrew Parham Gary

Andrew Gary is a financial advisor with Wolf Group Capital Advisors. He is based in Fairfax, Virginia and has been in the industry since 2016. Andrew holds the Series 7, Series 66, and SIE licenses. He specializes in providing financial planning and investment management services to individuals and corporations. Andrew has a background in finance and economics, and he is a Certified Financial Planner. He is also a member of 2637 Rettig Road LLC, an investment property firm.

Firm Information

Andrew Gary is currently registered with Wolf Group Capital Advisors. Wolf Group Capital Advisors is a registered investment advisor headquartered in Fairfax, VA. The firm provides financial planning, selection of other advisors, portfolio management for businesses and individuals, and manages approximately $526,794,579 in assets for 875 accounts. Wolf Group Capital Advisors has 11 investment advisor representatives and serves individuals, high-net-worth individuals, and charitable organizations.
Wolf Group Capital Advisors

12701 FAIR LAKES CIRCLE

FAIRFAX, VA 22033

$526.79M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Gary’s Registration & Firm History

VA

01/02/2024 - Present

Wolf Group Capital Advisors (FAIRFAX VA)

VA

01/15/2019 - 06/17/2022

MASON SECURITIES, INC. (RESTON VA)

VA

12/22/2016 - 10/23/2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MC LEAN VA)

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Licenses & Designations

BOTH

Issued 01/30/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/23/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Parham Gary.
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