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John Salvatore Gullo

Sanderson Wealth Management, LLC

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About John Salvatore Gullo

John Salvatore Gullo is a financial advisor with Sanderson Wealth Management, LLC. John has over 20 years of experience in the financial services industry. John specializes in financial planning, portfolio management, and pension consulting. John is registered with the state of New York and Texas as an Investment Advisor Representative. John holds the Series 7, Series 63, and Series 65 licenses. John is a Certified Financial Planner™ professional.

Firm Information

John Gullo is currently registered with Sanderson Wealth Management, LLC. Sanderson Wealth Management, LLC is a Registered Investment Advisor based in BUFFALO, NY. They manage approximately $1.12 Billion in assets for individuals, high-net-worth individuals, pension and profit-sharing plans, and insurance companies. Their services include financial planning, portfolio management for individuals and businesses, and selection of other advisers. They have 13 investment advisory functions and 11 investment advisor representatives.
Sanderson Wealth Management, LLC

50 FOUNTAIN PLAZA

BUFFALO, NY 14202

$1.12B

Assets Under Management

Not reported

Total Clients

10

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.

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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percentage of assets

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

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John Gullo’s Registration & Firm History

NY

01/18/2023 - Present

Sanderson Wealth Management, LLC (BUFFALO NY)

NY

01/14/2004 - 06/15/2007

M&T SECURITIES, INC. (BUFFALO NY)

NJ

07/05/2000 - 07/16/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NY

03/09/1999 - 07/07/2000

CADARET, GRANT & CO., INC. (SYRACUSE NY)

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Licenses & Designations

IA

Issued 08/26/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/05/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/08/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Salvatore Gullo.
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