Trevor B. Gulick-stutz

THE COURY FIRM

Pittsburgh, PA 15222

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CRD#: 6206229

Professional summary

Trevor B Gulick-stutz is a registered financial advisor currently at THE COURY FIRM located in Pittsburgh, Pennsylvania.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Trevor has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

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 Trevor B Gulick-stutz's CRS (Customer Relationship Summary).

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

November 29, 2024 - Present

THE COURY FIRM

Office #1: 260 Forbes Avenue Suite 1600, Pittsburgh, PA 15222

RIA

CRD#: 289145

Pittsburgh, PA

Past

November 7, 2023 - November 15, 2024

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 107975

OMAHA, NE

Past

August 5, 2014 - March 21, 2016

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

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".

THE COURY FIRM

COURY ASSET MANAGEMENT | THE COURY FIRM | P.I. GATEWAY | COURY FIRM ASSET MANAGEMENT LLC | COURY ASSET MANAGEMENT LLC

CRD#: 289145 / SEC#: 801-112543

RIA

Registered Investment Advisory firm - (3/2/2018 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

California
(11/29/2024)

IAR

Delaware
(11/29/2024)

IAR

Florida
(12/16/2024)

IAR

Pennsylvania
(11/29/2024)

IAR

West Virginia
(12/3/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/3/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/9/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/21/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 8/21/2014

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 8/5/2014

General Securities Representative Examination

Current Firm

THE COURY FIRM

COURY ASSET MANAGEMENT | THE COURY FIRM | P.I. GATEWAY | COURY FIRM ASSET MANAGEMENT LLC | COURY ASSET MANAGEMENT LLC

CRD#: 289145 / SEC#: 801-112543

RIA

Registered Investment Advisory firm - (3/2/2018 Approved)

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Contact information

Main Address

260 Forbes Avenue Suite 1600, Pittsburgh, PA 15222

Mailing Address

Phone number

(412) 261-5744

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COURY FIRM ASSET MANAGEMENT LLC FORM ADV PART 2A BROCHURE (8/1/2025)

Regulatory assets under management

Total Number of Accounts	1,007
AUM (Assets Under Management)	$ 1,189,533,934

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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Trevor B. Gulick-stutz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor B Gulick-stutz's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORION PORTFOLIO SOLUTIONS, LLC

MORGAN STANLEY & CO. LLC

Primary Firm SEC Registration

THE COURY FIRM

State Registrations and Notice Filings

Exams

Series 65

Date: 11/3/2023

Series 63

Date: 8/9/2014

SIE

Date: 3/21/2016

Series 3

Date: 8/21/2014

Series 7

Date: 8/5/2014

Current Firm

THE COURY FIRM

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE COURY FIRM

TRUST BUT VERIFY

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