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Garry A. Musto

WINDMARK INVESTMENT PARTNERS
Wilmington, DE 19803
Some features on this profile are disabled
CRD#: 5035235
GM

Professional summary

Garry A Musto is a registered financial advisor currently at WINDMARK INVESTMENT PARTNERS, INC. located in Wilmington, Delaware.

Garry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Garry has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garry A Musto'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®
None

Experience

Current

October 5, 2018 - Present

WINDMARK INVESTMENT PARTNERS, INC.

Office #1: 2 Righter Parkway Suite 105, Wilmington, DE 19803
RIA
CRD#: 131880
Wilmington, DE

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".
WI
WINDMARK INVESTMENT PARTNERS, INC.
ASHFORD CONSULTING GROUP, INC. | WINDMARK INVESTMENT PARTNERS, INC.

CRD#: 131880 / SEC#: 801-63587

RIA
Registered Investment Advisory firm - (10/19/2004 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
Delaware
(10/5/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/5/2018
Uniform Investment Adviser Law Examination

Current Firm

WI
WINDMARK INVESTMENT PARTNERS, INC.
ASHFORD CONSULTING GROUP, INC. | WINDMARK INVESTMENT PARTNERS, INC.

CRD#: 131880 / SEC#: 801-63587

RIA
Registered Investment Advisory firm - (10/19/2004 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2 Righter Parkway Suite 105, Wilmington, DE 19803
Mailing Address
Phone number
(302) 691-0228
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

WINDMARK ADV PART 2A FIRM BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts2
AUM (Assets Under Management)$ 225,128,000

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

WINDMARK INVESTMENT PARTNERS, INC.

CRD#: 131880Wilmington, DE 19803

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