Gary Thomas Guglielmo

Star Wealth Advisors

26 Years of Experience

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Firm Information

Star Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

4 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Assets Under Management

$5.5M

Fee Structure

Financial Planning:Investment management only

Tyler Schall is also licensed as an independent insurance agent and may earn commissions from insurance product sales. This presents a conflict of interest, but clients are not obligated to purchase insurance through him.

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Areas of Practice

Insurance Planning

Advisor Information

Office location

225 NE Mizner Blvd, Ste 350, Boca Raton, FL, 33432

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Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2018

Denied

Customer Dispute

March 2017

Denied

Customer Dispute

February 2013

Settled

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Other Business Activities

Gary is an equity owner in AFA Capital LLC for tax purposes, dedicating minimal time. He is also a Managing Director of Private Wealth Management at Start Wealth Advisers, spending about 10-20% of his time managing customer assets.