Gary Alan Pulford

Employer firm

Ritholtz Wealth Management CRD 168652

$9.42B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• GOOD ADVICE; LIFTOFF - AUTOMATED ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/2005 → 12/2017
  Private Asset Management, Inc.
  San Diego, CA
• 12/2017 → Present
  Ritholtz Wealth Management
  New York, NY

Previous Registrations

• 2005-11-16 → 2017-12-11
  Private Asset Management Inc
  Costa Mesa, CA
  San Diego, CA
• 1997-07-08 → 2005-11-15
  Gamble Jones Investment Counsel
  Pasadena, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-04-29