Gary M. Stanislawski
DRAWBRIDGE CAPITAL
Tulsa, OK 74136
Some features on this profile are disabled
CRD#: 2518714
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.
Question & Answer
What are your service offerings?
Investment Planning
Tax Planning
Comprehensive Financial Planni...
Social Security Planning
Retirement Planning
Estate Planning
Long-term Care
Education Planning
Insurance Planning
Inheritance
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Gary Stanislawski
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.
1. 4/12/2002 - JACKSON NATIONAL+ FIRST COLONY - At Reported Business Location(s) - NON-VARIABLE INSURANCE DBA. 2. 11/5/2012 - No Business Name - Investment Related - Tulsa, OK 74136 - REAL ESTATE RENTAL - Time Spent 2% - DUPLEX IN TULSA, OK. 3. 7/30/2013 - JENKS COMMUNITY ED - Not Investment Related - OTHER-Teacher/Instructor - Time Spent 1% - TEACH THREE COMMUNITY EDUCATION CLASSES ON SOCIAL SECURITY PLANNING, MEDICARE PLANNING, AND RETIREMENT PLANNING. 4. 3/24/2015 - REGENT FINANCIAL SERVICES, INC. - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 04/02/2002 - 40 Hours Per Month During Securities Trading. 5. 5/23/2017 - Drawbridge Capital, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 04/10/2017 - 80 Hours Per Month During Securities Trading - I provide investment advisory services through Drawbridge Capital, LLC, an independent investment advisor firm. I started this business activity in 04/2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 04/29/2023 - Regent Financial Services, Inc. - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date 03/15/2023 - 3 Hours Per Month/3 Hours During Securities Trading
CRS (Client Relationship Summary) - RIA
Click below to view Gary Michael Stanislawski's 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®
CFP®
Start date: 1999
Experience
Current
February 2, 2016 - Present
DRAWBRIDGE CAPITAL
Office #1: 7134 S.yale Ave Ste 700, Tulsa, OK 74136RIA
CRD#: 128636
Tulsa, OK
Current
April 3, 2002 - Present
LPL FINANCIAL LLC
Office #1: 14501 E 21st St, Tulsa, OK 74134Office #2: 7134 S. Yale Ave, Ste 700, Tulsa, OK 74136RIA
BD
CRD#: 6413
TULSA, OK
Past
April 28, 2004 - December 31, 2011
DRAWBRIDGE CAPITAL
RIA
CRD#: 128636
TULSA, OK
Past
April 9, 2002 - July 23, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
OWASSO, OK
Past
July 2, 1997 - April 4, 2002
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
Past
July 28, 1994 - July 3, 1997
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 5496
WELLESLEY HILLS, MA
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".
DC
DRAWBRIDGE CAPITAL
DRAWBRIDGE ASSET MANAGEMENT | REGENT FINANCIAL SERVICES, INC. | REGENT FINANCIAL SERVICES | DRAWBRIDGE CAPITAL, LLC | DRAWBRIDGE CAPITAL
CRD#: 128636 / SEC#: 801-115050
RIA
Registered Investment Advisory firm - (4/22/2019 Approved)Arkansas
Registered Investment Advisory firm - (5/24/2019 Terminated)California
Registered Investment Advisory firm - (6/24/2019 Terminated)Connecticut
Registered Investment Advisory firm - (5/28/2019 Terminated)Florida
Registered Investment Advisory firm - (5/24/2019 Terminated)Oklahoma
Registered Investment Advisory firm - (4/24/2019 Terminated)Texas
Registered Investment Advisory firm - (5/24/2019 Terminated)Virginia
Registered Investment Advisory firm - (5/28/2019 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(12/7/2009)
RR
Arkansas(7/7/2004)
IAR
Arkansas(2/25/2016)
RR
California(9/8/2010)
RR
Colorado(2/27/2007)
IAR
Colorado(11/12/2019)
RR
Connecticut(12/13/2011)
RR
Florida(8/14/2006)
IAR
Florida(4/28/2016)
RR
Georgia(11/23/2011)
RR
Idaho(11/23/2011)
RR
Illinois(11/23/2011)
RR
Indiana(8/19/2010)
RR
Iowa(2/10/2022)
RR
Kansas(11/23/2011)
RR
Kentucky(11/23/2011)
RR
Louisiana(1/3/2008)
IAR
Louisiana(10/10/2024)
RR
Maryland(11/23/2011)
RR
Michigan(1/2/2008)
RR
Mississippi(5/27/2025)
RR
Missouri(1/27/2009)
RR
Nevada(3/24/2004)
RR
New Mexico(11/23/2011)
RR
North Dakota(8/18/2014)
RR
Ohio(11/23/2011)
RR
Oklahoma(4/3/2002)
IAR
Oklahoma(2/2/2016)
RR
Oregon(4/3/2002)
RR
South Carolina(6/5/2014)
RR
Texas(4/3/2002)
IAR
Texas(4/18/2016)
RR
Virginia(11/23/2011)
RR
Washington(8/5/2025)
RR
Wisconsin(7/5/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
DC
DRAWBRIDGE CAPITAL
DRAWBRIDGE ASSET MANAGEMENT | REGENT FINANCIAL SERVICES, INC. | REGENT FINANCIAL SERVICES | DRAWBRIDGE CAPITAL, LLC | DRAWBRIDGE CAPITAL
CRD#: 128636 / SEC#: 801-115050
RIA
Registered Investment Advisory firm - (4/22/2019 Approved)Arkansas
Registered Investment Advisory firm - (5/24/2019 Terminated)California
Registered Investment Advisory firm - (6/24/2019 Terminated)Connecticut
Registered Investment Advisory firm - (5/28/2019 Terminated)Florida
Registered Investment Advisory firm - (5/24/2019 Terminated)Oklahoma
Registered Investment Advisory firm - (4/24/2019 Terminated)Texas
Registered Investment Advisory firm - (5/24/2019 Terminated)Virginia
Registered Investment Advisory firm - (5/28/2019 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
7134 S.yale Ave Ste 700, Tulsa, OK 74136
Mailing Address
Phone number
(918) 493-4190
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (7 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 951 |
| AUM (Assets Under Management) | $ 189,926,889 |
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
DRAWBRIDGE CAPITAL
CRD#: 128636Tulsa, OK 74136TRUST BUT VERIFY
Monitor Gary Stanislawski
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
