David A Gulacsy

Employer firm

Sandhill Wealth Management, Inc. CRD 291649

$118M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/2009 → 12/2016
  Morgan Stanley Smith Barney
  Winter Park, FL
• 01/2015 → 12/2016
  Morgan Stanley Private Bank, National Association
  New York, NY
• 01/2017 → 12/2017
  Platinum Wealth Partners
  Tampa, FL
• 12/2017 → Present
  Sandhill Wealth Management, Inc.
  Winter Park, FL
• 04/2018 → Present
  Fortune Financial Services, Inc.
  Monaca, PA

Previous Registrations

• 2016-12-16 → 2018-01-26
  Platinum Wealth Partners
  Winter Park, FL
  Tampa, FL
• 2009-09-30 → 2016-12-12
  Morgan Stanley
  Winter Park, FL
  Winter Park, FL
• 2008-12-12 → 2009-02-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winter Park, FL

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  2008-12-04

Other Names

• David Alexander Gulacsy
• David A Harrison