Rawson S. Gulick
Professional summary
Rawson Smith Gulick, CFP®, who also goes by Rawson Clarke Smith, is a registered financial advisor currently at WILLOW CREEK WEALTH MANAGEMENT, INC. located in Sebastopol, California.
Rawson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Rawson has worked at 3 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rawson Smith Gulick's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
February 6, 2020 - Present
WILLOW CREEK WEALTH MANAGEMENT, INC.
Office #1: 825 Highway 116, North Ste. #5, Sebastopol, CA 95472September 11, 2000 - February 4, 2009
MORGAN STANLEY & CO. LLC
December 10, 1999 - January 10, 2000
INTERFIRST CAPITAL CORPORATION
Primary Firm SEC Registration
WILLOW CREEK WEALTH MANAGEMENT, INC.
CRD#: 109240 / SEC#: 801-56562
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/6/2020)
Exams
Current Firm
WILLOW CREEK WEALTH MANAGEMENT, INC.
CRD#: 109240 / SEC#: 801-56562
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,923 |
| AUM (Assets Under Management) | $ 1,945,693,378 |
Red Flags
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Company Information
WILLOW CREEK WEALTH MANAGEMENT, INC.
CRD#: 109240Sebastopol, CA 95472TRUST BUT VERIFY
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