David Gulacsy has been President, CCO of Sandhill Wealth Management since November 2017, is a control person of the firm and directly owns 75% or more of it.
Sandhill Wealth Management, Inc. is a Winter Park, FL firm with $118M under management, 217 clients and 2 advisers across 2 offices, as of its March 2026 filing.
David Gulacsy is President of Sandhill Wealth Management, which he launched and which has been in Winter Park and Windermere, Florida, since January 2018. He has been in the industry for over a decade, including nine years as a financial advisor with Morgan Stanley-Smith Barney. Before that, he worked with Bank of America as a residential mortgage lender.
David Gulacsy’s longest registration is the current one, 8 years at Sandhill Wealth Management since 2018. Before joining Sandhill Wealth Management in 2018, David Gulacsy was registered through Platinum Wealth Partners and Morgan Stanley.
- – present · 8 yearsWinter Park, FL · Adviser representative · Firm CRD 291649
- Platinum Wealth Partners– · 1 yearWinter Park, FL · Adviser representative · Firm CRD 145507
- Morgan Stanley– · 7 yearsWinter Park, FL · Adviser representative · Firm CRD 149777
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearWinter Park, FL · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
David Gulacsy is registered as an investment adviser representative in Florida, since February 2018.
- FloridaSince 1 February 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 December 2008 |
| Series 7 | General Securities Representative Examination | 12 November 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David A Gulacsy
- CRD
- 5584342
- Firm
- Sandhill Wealth Management · CRD 291649
- Role
- President, CCO
- Office
- 831 WEST MORSE BLVD, Winter Park, FL 32789
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2009
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- sandhillwealth.com
Where does David Gulacsy work?
David Gulacsy has been President, CCO of Sandhill Wealth Management, Inc. since November 2017, and is a control person of the firm.
Is David Gulacsy a financial advisor?
Yes. David Gulacsy has a current investment-adviser registration in Florida, through Sandhill Wealth Management since February 2018.
How many years of experience does David Gulacsy have?
David Gulacsy has 17 years in the financial industry, since June 2009, across 4 adviser firms.
What exams has David Gulacsy passed?
David Gulacsy has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2008. FINRA credited David Gulacsy with the SIE, which began in October 2018.
Where did David Gulacsy work before Sandhill Wealth Management?
Before Sandhill Wealth Management, David Gulacsy was registered through Platinum Wealth Partners, December 2016 to January 2018; Morgan Stanley, September 2009 to December 2016; Merrill Lynch, Pierce, Fenner & Smith Incorporated, December 2008 to February 2009.
Where is David Gulacsy based?
David Gulacsy’s registered office is in Winter Park, FL.
Is David Gulacsy registered with FINRA?
Yes. David Gulacsy has a current broker registration, under CRD 5584342.
Source: FINRA BrokerCheck
How can I verify David Gulacsy’s record?
Search CRD 5584342 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Gulacsy’s full registration record.