Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gulacsy is a financial advisor with Sandhill Wealth Management, Inc. in Winter Park, FL. David has been in the financial services industry since June 16, 2009. He has been registered with Sandhill Wealth Management, Inc. since February 1, 2018, and is licensed to provide investment advice in Florida and North Carolina. David holds a Series 7 and Series 66 license and is a member of FINRA. David specializes in providing investment advice to individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. David also has experience providing financial planning services.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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FL
02/01/2018 - Present
Sandhill Wealth Management, Inc. (WINTER PARK FL)
NY
01/05/2017 - 03/31/2017
DINOSAUR FINANCIAL GROUP, L.L.C (NEW YORK NY)
FL
09/09/2009 - 12/12/2016
MORGAN STANLEY (WINTER PARK FL)
FL
11/13/2008 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINTER PARK FL)
BOTH
Issued 12/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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