Gary R. Shirman

BOULDER WEALTH ADVISORS

Boulder, CO 80302

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CRD#: 1574194

Professional summary

Gary Ross Shirman, ChFC®, CLU® is a registered financial advisor currently at BOULDER WEALTH ADVISORS, LLC located in Boulder, Colorado.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Gary has worked at 3 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Ross Shirman's CRS (Customer Relationship Summary).

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®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

October 16, 2001 - Present

BOULDER WEALTH ADVISORS, LLC

Office #1: 2595 Canyon Blvd Suite 220, Boulder, CO 80302

RIA

CRD#: 115069

Boulder, CO

Past

November 5, 2001 - March 10, 2004

OMNIVEST, INC.

CRD#: 13396

DENVER, CO

Past

March 3, 1987 - November 14, 2001

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

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".

BOULDER WEALTH ADVISORS, LLC

ADVANCED FINANCIAL CONSULTANTS | LUDWICK & SHIRMAN, LLC | LUDWICK & SHIRMAN | BOULDER WEALTH ADVISORS, LLC | ADVANCED FINANCIAL CONSULTANTS, LLC

CRD#: 115069 / SEC#: 801-79267

RIA

Registered Investment Advisory firm - (3/5/2014 Approved)

Colorado

Registered Investment Advisory firm - (4/11/2014 Terminated)

Texas

Registered Investment Advisory firm - (3/9/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Colorado
(10/16/2001)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/21/1998

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/15/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/12/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/30/1986

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BOULDER WEALTH ADVISORS, LLC

ADVANCED FINANCIAL CONSULTANTS | LUDWICK & SHIRMAN, LLC | LUDWICK & SHIRMAN | BOULDER WEALTH ADVISORS, LLC | ADVANCED FINANCIAL CONSULTANTS, LLC

CRD#: 115069 / SEC#: 801-79267

RIA

Registered Investment Advisory firm - (3/5/2014 Approved)

Colorado

Registered Investment Advisory firm - (4/11/2014 Terminated)

Texas

Registered Investment Advisory firm - (3/9/2005 Terminated)

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Contact information

Main Address

2595 Canyon Blvd Suite 220, Boulder, CO 80302

Mailing Address

Phone number

(303) 444-1161

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (6/10/2025)

Regulatory assets under management

Total Number of Accounts	523
AUM (Assets Under Management)	$ 291,048,832

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.

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Firm Stability Insights

Gary R. Shirman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Ross Shirman's CRS (Customer Relationship Summary).

Certified licenses

Experience

OMNIVEST, INC.

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

BOULDER WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/21/1998

Series 63

Date: 2/15/1994

Series 7

Date: 12/12/2000

Series 6

Date: 12/30/1986

Current Firm

BOULDER WEALTH ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOULDER WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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