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GW

Gary I. Wolf

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CRD#: 1847357
GW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gary Isaac Wolf, who also goes by Gary I Wolf, Gary Wolf, was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 1994. Gary had worked at 3 firms and has passed the Series 63, Series 65, SIE, Series 55, Series 3, Series 7 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gary I Wolf | Gary Wolf

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 8, 1994 - May 10, 1999

RAPHAEL, L.P.

BD
CRD#: 23597
Past

April 8, 1994 - April 25, 2002

MICHAELANGELO, L.P.

BD
CRD#: 23596
NEW YORK, NY
Past

January 11, 1994 - December 14, 2015

AG BD LLC

BD
CRD#: 23122
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/13/1994
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/4/1992
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 10/23/1998
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


RL
RAPHAEL, L.P.
RAPHAEL, L.P. | RED OAK PARTNERS, L.P.

CRD#: 23597 / SEC#: , 8-40564

BD
Terminated by SEC on 07/02/1999
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Contact information


Main Address
Mailing Address
Phone number
Established
Firm type
Partnership
Fiscal year end
December
# of Employees

Documents


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.

Company Information


RAPHAEL, L.P.

CRD#: 23597

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