David A. Gulacsy

SANDHILL WEALTH MANAGEMENT

Winter Park, FL 32789

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CRD#: 5584342

Professional summary

David A Gulacsy, who also goes by David Alexander Gulacsy, David A Harrison, is a registered financial advisor currently at SANDHILL WEALTH MANAGEMENT, INC. located in Winter Park, Florida and FORTUNE FINANCIAL SERVICES, INC. located in Winter Park, Florida.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. David has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Alexander Gulacsy | David A Harrison

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.

Rep owns his own RIA, Sandhill Wealth Management, Inc. He is selling, managing and servicing clients' accounts.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David A Gulacsy'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

February 1, 2018 - Present

SANDHILL WEALTH MANAGEMENT, INC.

Office #1: 831 West Morse Blvd, Winter Park, FL 32789

RIA

CRD#: 291649

Winter Park, FL

Current

April 6, 2018 - Present

FORTUNE FINANCIAL SERVICES, INC.

Office #1: 831 West Morse Blvd, Winter Park, FL 32789

CRD#: 42150

Winter Park, FL

Past

January 5, 2017 - March 31, 2017

DINOSAUR FINANCIAL GROUP, L.L.C

CRD#: 104446

NEW YORK, NY

Past

December 16, 2016 - January 26, 2018

PLATINUM WEALTH PARTNERS

RIA

CRD#: 145507

Winter Park, FL

Past

September 30, 2009 - December 12, 2016

MORGAN STANLEY

RIA

CRD#: 149777

WINTER PARK, FL

Past

September 9, 2009 - December 12, 2016

MORGAN STANLEY

CRD#: 149777

WINTER PARK, FL

Past

December 12, 2008 - February 12, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WINTER PARK, FL

Past

November 13, 2008 - February 12, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WINTER PARK, FL

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.

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

California
(7/18/2025)

IAR

Florida
(2/1/2018)

Florida
(4/6/2018)

New York
(1/2/2025)

North Carolina
(4/25/2018)

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

State Security Law Exam

IAR

Series 66

Date: 12/4/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/12/2008

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SANDHILL WEALTH MANAGEMENT, INC.

CRD#: 291649 / SEC#: 801-112292

RIA

Registered Investment Advisory firm - (1/29/2019 Terminated)

Florida

Registered Investment Advisory firm - (11/13/2018 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

831 West Morse Blvd, Winter Park, FL 32789

Mailing Address

Po Box 627, Winter Park, FL 32790

Phone number

(321) 662-9270

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	168
AUM (Assets Under Management)	$ 68,648,217

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.

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Firm Stability Insights

David A. Gulacsy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David A Gulacsy's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTUNE FINANCIAL SERVICES, INC.

DINOSAUR FINANCIAL GROUP, L.L.C

PLATINUM WEALTH PARTNERS

MORGAN STANLEY

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 12/4/2008

SIE

Date: 10/1/2018

Series 7

Date: 11/12/2008

FINRA

Current Firm

SANDHILL WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SANDHILL WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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