Larry Gurewitz has been an investment adviser representative at The William Allan since February 2014, and is not listed among the firm’s executive officers or direct owners.
The William Allan Corporation is a Fort Collins, CO firm with $204M under management, 239 clients and 2 advisers across 2 offices, as of its April 2026 filing.
Larry Gurewitz’s longest registration is the current one, 12 years at The William Allan since 2014. Before joining The William Allan in 2014, Larry Gurewitz was registered through H.D. Vest Advisory Services, Inc.
- – present · 12 yearsLong Beach, CA · Adviser representative · Firm CRD 133147
- H.D. Vest Advisory Services, Inc– · 2 yearsLos Angeles, CA · Adviser representative · Firm CRD 104556
Investment adviser representative registrations
Larry Gurewitz is registered as an investment adviser representative in California, since February 2014.
- CaliforniaSince 4 February 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 July 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 October 2010 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 October 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Larry L Gurewitz
- CRD
- 5827294
- Firm
- The William Allan · CRD 133147
- Office
- 100 OCEANGATE, SUITE 1200, Long Beach, CA 90802
- Registration
- Investment adviser registration
- In the industry since
- September 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Larry Gurewitz work?
Larry Gurewitz is an investment adviser representative registered through The William Allan Corporation since February 2014, and is not listed among the firm’s executive officers or direct owners.
Is Larry Gurewitz a financial advisor?
Yes. Larry Gurewitz has a current investment-adviser registration in California, through The William Allan since February 2014.
How many years of experience does Larry Gurewitz have?
Larry Gurewitz has 15 years in the financial industry, since September 2011, across 2 adviser firms.
What exams has Larry Gurewitz passed?
Larry Gurewitz has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in October 2010.
Where did Larry Gurewitz work before The William Allan?
Before The William Allan, Larry Gurewitz was registered through H.D. Vest Advisory Services, Inc, August 2011 to December 2013.
Where is Larry Gurewitz based?
Larry Gurewitz’s registered office is in Long Beach, CA.
Is Larry Gurewitz registered with FINRA?
No. Larry Gurewitz has no current broker registration.
How can I verify Larry Gurewitz’s record?
Search CRD 5827294 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Larry Gurewitz’s full registration record.
