Gary Gettenberg
Professional Summary
Gary Gettenberg was a registered financial advisor. Gary was a previously registered financial professional and started their career in finance 1994 - 2018. Gary had worked at 29 firms and has passed the Series 27 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
ACALYX ADVISORS INC.
Contact Information
Main Address
4201 Wilson Blvd Suite 300, Arlington, VA 22203Mailing Address
4201 Wilson Blvd Suite 300, Arlington, VA 22203Phone Number
(212) 235-0870Established
Delaware since 01/02/2015Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (40 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ACALYX HOLDINGS, INC. | PARENT | — |
| LAWHORN, CURTIS JAMES | MANAGING PARTNER | 5344725 |
| MCDONALD, JOSEPH ANDREW | CHIEF EXECUTIVE OFFICER | 5329122 |
| RINEHART, JENNIFER EUNHA | SENIOR ADVISOR | 3265973 |
| SILVESTRO, MICHELE ANN | PRINCIPAL FINANCIAL OFFICER & PRINCIPAL OPERATIONS OFFICER | 6960939 |
| SUTHERLAND, JANE LOUISE | COMPLIANCE OFFICER | 6005500 |
| VANDERWOUDE, KARL ANDREW | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | 5910116 |
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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