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Gary Alan Pulford

Ritholtz Wealth Management

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About Gary Alan Pulford

Gary Alan Pulford is a financial advisor with over 35 years of experience in the industry. Gary is currently registered with Ritholtz Wealth Management, a firm that specializes in providing financial advice and portfolio management for individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Gary has a broad range of experience and holds the Series 3, 5, 7, and 63 licenses. Previously, Gary has been employed by KIDDER, PEABODY & CO. INCORPORATED and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

Firm Information

Gary Pulford is currently registered with Ritholtz Wealth Management. Ritholtz Wealth Management is an investment advisory firm located in NEW YORK, NY. They offer a variety of services including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. The firm has a total of 10,501 client accounts with a total of $5,044,156,635 in assets under management.
Ritholtz Wealth Management

24 WEST 40TH STREET

NEW YORK, NY 10018

$5.04B

Assets Under Management

Not reported

Total Clients

37

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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good advice; liftoff - automated advisory services

Good advice; liftoff - automated advisory services

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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Gary Pulford’s Registration & Firm History

CA

12/04/2017 - Present

Ritholtz Wealth Management (Newport CA)

NA

10/01/1986 - 10/03/1988

KIDDER, PEABODY & CO. INCORPORATED

NA

04/19/1983 - 10/14/1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

BC

Issued 04/29/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/1987

Series 3 - National Commodity Futures Examination

BC

Issued 05/19/1983

Series 5 - Interest Rate Options Examination

BC

Issued 04/16/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Alan Pulford.
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