Unclaimed Profile

Gary Lee Dennis

COMPREHENSIVE WEALTH SOLUTIONS, LLC·BOCA RATON, Florida

Series 2, Series 63, Series 65Clean record24 years registeredCOMPREHENSIVE WEALTH SOLUTIONS, LLC

433 PLAZA REAL, BOCA RATON, FL 33432-9999CRD# 2167101Firm CRD# 131324

Profile Verification

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

Identity

Gary Lee Dennis · BOCA RATON, FL

Registration

CRD #2167101 · COMPREHENSIVE WEALTH SOLUTIONS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

COMPREHENSIVE WEALTH SOLUTIONS, LLC

May 2004 – present

PRICEWATERHOUSECOOPERS INVESTMENT ADVISERS LLC

Jul 2002 – May 2004

FLORHAM PARK, NJ

Registrations & Exams

FINRA examinations passed

Series 2

Series 63

Series 65

Registration record

First registered · July 19, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COMPREHENSIVE WEALTH SOLUTIONS, LLC

CRD 131324 · SEC 801-63074

AUM

$288M

Regulatory assets under management

Employees

253 client accounts

Services offered by COMPREHENSIVE WEALTH SOLUTIONS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COMPREHENSIVE WEALTH SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Gary Lee Dennis offer?

Gary Lee Dennis specializes in Financial Planning, Investment Management. Contact their office in BOCA RATON, Florida for a consultation.

What are Gary Lee Dennis's credentials?

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

Where is Gary Lee Dennis located?

Gary Lee Dennis is based in BOCA RATON, Florida, working with COMPREHENSIVE WEALTH SOLUTIONS, LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Gary Lee Dennis charge for services?

Gary Lee Dennis'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 COMPREHENSIVE WEALTH SOLUTIONS, LLC?

COMPREHENSIVE WEALTH SOLUTIONS, LLC has approximately 4 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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