GW
Gary T. Wolff
VALMARK ADVISERS
Manchester, CT 06040
Some features on this profile are disabled
CRD#: 1042274
GW
Professional summary
Gary T. Wolff, who also goes by Gary Thomas Wolff, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Manchester, Connecticut and VALMARK SECURITIES, INC. located in Camas, Washington.
Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Gary has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 62, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gary Thomas Wolff
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)REAL ESTATE PARTNERSHIPS FAMILY. KKB, EXIT 97-ADDRESS FOR ALL 93 ORCHARD HILL DRIVE, WETHERSFIELD, CT 06109. ONE HOUR A MONTH FOR ALL; SINCE 1988. /// 2)I SELL GROUP INSURANCE, MOSTLY SPLIT, I SELL, THEY SERVICE; A FEW HOURS A MONTH; SINCE 1977./// 3)I SELL LIFE INSURANCE, GROUP INSURANCE, LTD INSURANCE AND DISABILITY INSURANCE./// 4)SPEAKING ENGAGEMENTS, FOR WHICH I AM PAID./// 5) CT SECTION PGA GOLF FOUNDATION, CARRIAGE HOUSE, 931 MAIN STREET; SO. GLASTONBURY, CT 06073; CHARITY PROMOTING GOLF; BOARD MEMBER; ATTEND 10 MEETINGS PER YEAR; NOT INVESTMENT RELATED; STARTED 04/01/2014; NO FINANCIAL INTEREST; 1-5 HOURS PER MONTH; NOT CLIENT RELATED; NO CONFLICT OF INTEREST; UNCOMPENSATED POSITION./// 6) Connecticut Center for Entrepreneurship & Innovation, University of Connecticut, 2100 Hillside Road, Storrs, CT 06269; College sponsored organization giving grants to individuals for new concepts and technologies; Operating Board Member; evaluate grant applications, attend board meetings; started 09/2015; no compensation/// 7)Ellington ridge purchasing corporation; Ellington, CT; board member; meet 2 to 4 times a year to approve lease and other various things; own 1 of 320 shares; no compensation./// 8) Wolff Insurance Inc.; 201 East Center Street, Suite 200, Manchester, CT. 06040; President, own operate and sell; YES Investment Related; Start Date 1977; i own 50%; Approximately 40+ hrs. per month; i am compensated from income i generate for the business./// 9) fixed insurance/ fixed annuity sales; various carriers; 05/2024; not investment related; 1-5 hours; commissions./// 10) Thomas and Bette Wolff family Charitable foundation; start 07/1986; board of directors for a charity; Manchester, CT; attend annual meetings; not investment related; 1-5 hours/ month; no compensation.// 11) Lakewood National Country Club; Lakewood Ranch, FL; start 03/2025; lifestyle golf country club; member of finance committee; attend meetings and discuss finance and budget; not investment related; 1-5 hours/ month; no compensation./
CRS (Client Relationship Summary) - RIA
Click below to view Gary T. Wolff's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 28, 2007 - Present
VALMARK ADVISERS, INC.
Office #1: 201 East Center Street Suite 200, Manchester, CT 06040RIA
CRD#: 108050
Manchester, CT
Current
March 6, 2007 - Present
VALMARK SECURITIES, INC.
Office #3: 201 East Center Street Suite 200, Manchester, CT 06040BD
CRD#: 31243
Camas, WA
Past
September 9, 1999 - March 9, 2007
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
VERNON, CT
Past
May 9, 1991 - March 9, 2007
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
VERNON, CT
Past
May 15, 1987 - March 1, 1991
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
Past
May 18, 1982 - May 20, 1987
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(1/13/2020)
RR
Connecticut(3/6/2007)
IAR
Connecticut(3/28/2007)
RR
Florida(3/6/2007)
IAR
Florida(3/11/2019)
RR
Georgia(2/20/2013)
RR
Illinois(1/22/2024)
RR
Kentucky(3/4/2010)
RR
Maine(4/26/2023)
RR
Maryland(1/15/2016)
RR
Massachusetts(3/6/2007)
IAR
Massachusetts(8/6/2019)
RR
Minnesota(1/22/2024)
RR
New Hampshire(1/3/2023)
RR
New Jersey(3/6/2007)
RR
New York(3/6/2007)
RR
North Carolina(3/6/2007)
RR
Ohio(3/10/2020)
IAR
Ohio(3/10/2020)
RR
Oregon(11/3/2021)
IAR
Oregon(12/6/2021)
RR
Pennsylvania(4/15/2011)
RR
Rhode Island(1/22/2024)
RR
South Dakota(9/11/2025)
RR
Texas(1/22/2024)
RR
Vermont(3/6/2007)
IAR
Vermont(3/1/2019)
RR
Virginia(8/8/2018)
RR
Washington(8/13/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 7/10/2000
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
