Cary Laudadio has been Managing Member of GoalFusion Wealth Management since July 2020, is a control person of the firm and directly owns 75% or more of it. Cary Laudadio holds a BA in Economics from Southwestern University.
Goalfusion Wealth Management, LLC is a firm with $238M under management, 302 clients and 3 advisers across 5 offices, as of its March 2026 filing.
Cary Laudadio is Founding Partner of GoalFusion Wealth Management and a Private Wealth Advisor. He has 27 years of experience in the financial services industry.
Cary Laudadio’s longest registration was 20 years at Ameriprise Financial Services, LLC. (1999–2020). Before joining GoalFusion Wealth Management in 2020, Cary Laudadio was registered through Ameriprise Financial Services, LLC.
- Goalfusion Wealth ManagementCurrent– present · 6 yearsAustin, TX · Adviser representative · Firm CRD 309756
- Ameriprise Financial Services, LLC.– · 20 yearsAustin, TX · Adviser representative · Firm CRD 6363
Professional designations
Listed by GoalFusion Wealth Management
- CFP®
- CRPC®
Investment adviser representative registrations
Cary Laudadio is registered as an investment adviser representative in Texas, since July 2020.
- TexasSince 17 July 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 30 November 1999 |
| Series 7 | General Securities Representative Examination | 23 November 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Cary Patrick Laudadio
- CRD
- 4038531
- Firm
- GoalFusion Wealth Management · CRD 309756
- Role
- Managing Member
- Office
- Austin, TX
- Registration
- Investment adviser registration
- In the industry since
- November 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- goalfusion.com
Where does Cary Laudadio work?
Cary Laudadio has been Managing Member of Goalfusion Wealth Management, LLC since July 2020, and is a control person of the firm.
Is Cary Laudadio a financial advisor?
Yes. Cary Laudadio has a current investment-adviser registration in Texas, through GoalFusion Wealth Management since July 2020.
How many years of experience does Cary Laudadio have?
Cary Laudadio has 26 years in the financial industry, since November 1999, across 2 adviser firms.
What exams has Cary Laudadio passed?
Cary Laudadio has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in November 1999. FINRA credited Cary Laudadio with the SIE, which began in October 2018.
Where is Cary Laudadio based?
Cary Laudadio’s registered office is in Austin, TX.
Is Cary Laudadio registered with FINRA?
No. Cary Laudadio has no current broker registration.
Is Cary Laudadio a CFP?
GoalFusion Wealth Management lists Cary Laudadio with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Cary Laudadio’s record?
Search CRD 4038531 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cary Laudadio’s full registration record.
