Unclaimed Profile

Gary Ross Shirman

BOULDER WEALTH ADVISORS, LLC·BOULDER, Colorado

Series 6, Series 7, Series 63, Series 66Clean record24 years registeredBOULDER WEALTH ADVISORS, LLC

2595 CANYON BLVD, BOULDER, CO 80302CRD# 1574194Firm CRD# 115069

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary Ross Shirman · BOULDER, CO

Registration

CRD #1574194 · BOULDER WEALTH ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

BOULDER WEALTH ADVISORS, LLC

Oct 2001 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · October 16, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOULDER WEALTH ADVISORS, LLC

CRD 115069 · SEC 801-79267

AUM

$246M

Regulatory assets under management

Employees

545 client accounts

Services offered by BOULDER WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BOULDER WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Gary Ross Shirman offer?

Gary Ross Shirman specializes in Financial Planning, Investment Management. Contact their office in BOULDER, Colorado for a consultation.

What are Gary Ross Shirman's credentials?

Gary Ross Shirman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Ross Shirman located?

Gary Ross Shirman is based in BOULDER, Colorado, working with BOULDER WEALTH ADVISORS, LLC. Their office serves clients in the BOULDER metropolitan area and surrounding communities.

How does Gary Ross Shirman charge for services?

Gary Ross Shirman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOULDER WEALTH ADVISORS, LLC?

BOULDER WEALTH ADVISORS, LLC has approximately 3 employees and manages $246M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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