Gary L. Dennis

COMPREHENSIVE WEALTH SOLUTIONS

Boca Raton, FL 33432-9999

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CRD#: 2167101

Professional summary

Gary Lee Dennis, CIMA®, who also goes by Gary Dennis, is a registered financial advisor currently at COMPREHENSIVE WEALTH SOLUTIONS, LLC located in Boca Raton, Florida.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Gary has worked at 2 firms and has passed the Series 63, Series 65 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gary Dennis

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.

Gary L. Dennis; sole proprietor; insurance sales; non-investment related; 160 W Camino Real, #129, Boca Raton, FL 33432; start 02/18/2011; approximate 2 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Lee Dennis'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

May 3, 2004 - Present

COMPREHENSIVE WEALTH SOLUTIONS, LLC

Office #1: 433 Real Plaza Suite 275, Boca Raton, FL 33432-9999

RIA

CRD#: 131324

Boca Raton, FL

Past

July 19, 2002 - May 26, 2004

PRICEWATERHOUSECOOPERS INVESTMENT ADVISERS LLC

RIA

CRD#: 110974

FLORHAM PARK, NJ

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".

COMPREHENSIVE WEALTH SOLUTIONS, LLC

CRD#: 131324 / SEC#: 801-63074

RIA

Registered Investment Advisory firm - (5/3/2004 Approved)

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

Florida
(3/1/2011)

IAR

New Jersey
(5/10/2004)

IAR

Texas
(5/3/2004)

IAR

Wyoming
(8/1/2017)

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

Series 63

Date: 2/4/1992

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/25/1991

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 2/19/1992

Non-Member General Securities Examination

Current Firm

COMPREHENSIVE WEALTH SOLUTIONS, LLC

CRD#: 131324 / SEC#: 801-63074

RIA

Registered Investment Advisory firm - (5/3/2004 Approved)

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Contact information

Main Address

433 Plaza Real Suite 275, Boca Raton, FL 33432-9999

Mailing Address

Phone number

(877) 294-4979

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COMPREHENSIVE WEALTH SOLUTIONS, LLC ADV BROCHURE (2/13/2025)

Regulatory assets under management

Total Number of Accounts	292
AUM (Assets Under Management)	$ 341,227,855

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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Gary L. Dennis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Lee Dennis's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPREHENSIVE WEALTH SOLUTIONS, LLC

PRICEWATERHOUSECOOPERS INVESTMENT ADVISERS LLC

Primary Firm SEC Registration

COMPREHENSIVE WEALTH SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/4/1992

Series 65

Date: 7/25/1991

Series 2

Date: 2/19/1992

Current Firm

COMPREHENSIVE WEALTH SOLUTIONS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COMPREHENSIVE WEALTH SOLUTIONS, LLC

TRUST BUT VERIFY

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