Gary Thomas Guglielmo
Professional Summary
Gary Thomas Guglielmo, who also goes by Gary T Guglielmo, is a registered financial advisor currently at STAR WEALTH ADVISORS located in Boca Raton, Florida and WESTPARK CAPITAL, INC. located in Boca Raton, Florida. Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Gary has worked at 8 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gary T Guglielmo
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
DWORETSKY FINANCIAL | TRUEPATH ADVISING | STAR WEALTH ADVISORS | MAXX WEALTH ADVISORS
Contact Information
Main Address
225 Ne Mizner Blvd Ste 350, Boca Raton, FL 33432Phone Number
(888) 201-7331# of Employees
11Documents
Regulatory Assets Under Management
Total Number of Accounts
272AUM (Assets Under Management)
$44,357,377Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(5/12/2025)
(6/10/2025)
(1/7/2025)
(11/1/2024)
(5/6/2025)
(1/6/2025)
(11/12/2024)
(12/24/2024)
(12/23/2024)
(1/12/2026)
(12/24/2024)
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
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CRS (Client Relationship Summary) - RIA
Click below to view Gary Thomas Guglielmo's CRS (Customer Relationship Summary).
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