Gary Michael Stanislawski
CFP®Professional Summary
Gary Michael Stanislawski, CFP®, who also goes by Gary Stanislawski, is a registered financial advisor currently at DRAWBRIDGE CAPITAL located in Tulsa, Oklahoma and LPL FINANCIAL LLC located in Tulsa, Oklahoma. Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Gary has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Planning
- Tax Planning
- Comprehensive Financial Planning
- Social Security Planning
- Retirement Planning
- Estate Planning
- Long-term Care
- Education Planning
- Insurance Planning
- Inheritance
Other Aliases
Gary Stanislawski
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LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
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LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
Similar Advisors
LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
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.
Similar Advisors
LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
Credentials
Years of Experience
32 years in the financial services industry
Current & Past Employments
Similar Advisors
LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
Current Firm
DRAWBRIDGE ASSET MANAGEMENT | REGENT FINANCIAL SERVICES, INC. | REGENT FINANCIAL SERVICES | DRAWBRIDGE CAPITAL, LLC | DRAWBRIDGE CAPITAL
Contact Information
Main Address
7134 S.yale Ave Ste 700, Tulsa, OK 74136Phone Number
(918) 493-4190# of Employees
10SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
979AUM (Assets Under Management)
$224,592,580Similar Advisors
LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
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.
Similar Advisors
LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
Primary Firm SEC Registration
DRAWBRIDGE ASSET MANAGEMENT | REGENT FINANCIAL SERVICES, INC. | REGENT FINANCIAL SERVICES | DRAWBRIDGE CAPITAL, LLC | DRAWBRIDGE CAPITAL
State Registrations and Notice Filings
(12/7/2009)
(7/7/2004)
(2/25/2016)
(9/8/2010)
(2/27/2007)
(11/12/2019)
(12/13/2011)
(8/14/2006)
(4/28/2016)
(11/23/2011)
(11/23/2011)
(11/23/2011)
(8/19/2010)
(2/10/2022)
(11/23/2011)
(11/23/2011)
(1/3/2008)
(10/10/2024)
(11/23/2011)
(1/2/2008)
(1/27/2009)
(3/24/2004)
(2/7/2026)
(11/23/2011)
(7/30/2026)
(8/18/2014)
(11/23/2011)
(4/3/2002)
(2/2/2016)
(4/3/2002)
(6/5/2014)
(4/3/2002)
(4/18/2016)
(11/23/2011)
(8/5/2025)
(7/5/2012)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Gary Michael Stanislawski's CRS (Customer Relationship Summary).
Services Offered by Gary
- Investment Planning
- Tax Planning
- Comprehensive Financial Planning
- Social Security Planning
- Retirement Planning
- Estate Planning
- Long-term Care
- Education Planning
- Insurance Planning
- Inheritance
Similar Advisors
LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
