Gary James Sipos

Employer firm

Advisor Share Wealth Management, LLC CRD 307997

$377M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• COMPREHENSIVE ASSET MANAGEMENT PLATFORM PROVIDER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  College Cash Solutions
  San Rafael, CA
• 10/2009 → Present
  Gary Sipos Insurance Services
  San Rafael, CA
• 11/2015 → 09/2024
  Retirement Wealth Advisors
  San Rafael, CA
• 01/2014 → Present
  Sipos Financial
  San Rafael, CA
• 01/2019 → Present
  Donor Motivation San Francisco
  San Rafael, CA

Previous Registrations

• 2015-11-23 → 2024-09-16
  Brookstone Wealth Advisors, Llc
  San Rafael, CA
• 2014-08-27 → 2015-11-16
  Horter Investment Management, Llc
  San Rafael, CA
  San Francisco, CA
  Cincinnati, OH
• 2014-06-24 → 2014-06-27
  Spc
  San Francisco, CA
  San Rafael, CA
  Ann Arbor, MI
• 2014-03-11 → 2014-06-20
  Mcm Wealth
  Novato, CA
• 2013-06-06 → 2013-07-01
  Cypress Partners, Llc
  Belvedere, CA
• 2008-01-31 → 2013-05-20
  Highway Financial Networks
  Redding, CA
  San Francisco, CA

Other Businesses

1. COLLEGE CASH SOLUTIONS, GARY SIPOS; INVESTMENT RELATED; 4040 CIVIC CENTER DRIVE, #200, SAN RAFAEL, CA 94903; COLLEGE FINANCIAL PLANNING AND COUNSELING; FOUNDER AND 100% OWNER; STARTED 06/2009; 10 HRS/WEEK (ALL DURING TRADING HOURS); JOB DUTIES CONSIST OF HELPING FAMILIES REDUCE THEIR COLLEGE COSTS, COLLEGE FINANCIAL AID FORMS, ADVISE ON SAT/ACT TESTING, WRITE FINANCIAL AID APPEAL LETTERS, OTHER COLLEGE AID TASKS. 2. GARY SIPOS INSURANCE SERVICES; INVESTMENT RELATED; 4040 CIVIC CENTER DRIVE, #200, SAN RAFAEL, CA 94903; INSURANCE AND FIXED ANNUITY SALES; FOUNDER AND SOLE PROPRIETOR; START DATE OF 10/2009; 10 HRS/WEEK (ALL DURING TRADING HOURS); JOB DUTIES CONSIST OF INSURANCE AND FIXED ANNUITY SALES; 3. DBA SIPOS FINANCIAL; INVESTMENT RELATED; 4040 CIVIC CENTER DRIVE, #200, SAN RAFAEL, CA 94903; GARY SIPOS; FINANCIAL ADVISORY DBA; 100% OWNER; START DATE OF 1/2014; 40 HRS/WEEK DURING TRADING HOURS; JOB DUTIES CONSIST OF FINANCIAL PLANNING AND INVESTMENT MANAGEMENT. 4. Rental property

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-30