Managing Director and Shareholder · Windmark Investment Partners, Inc.
Garry A Musto
CRD 5035235 · Named on Form ADV at one SEC-registered adviser
At a glance
Windmark Investment Partners, Inc., an SEC-registered asset manager based in Wilmington, DE with $233 million in regulatory assets, lists Garry A Musto on its Form ADV as Managing Director and Shareholder, a control person.
Firms and roles
- Windmark Investment Partners, Inc.Managing Director and ShareholderAsset manager · Wilmington, DE · $233M in regulatory assets
AtlasMembers
Garry’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Garry’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Robert D. GooderhamPresident and Chief Operating Officer, Windmark Investment Partners, Inc.
- Seth J. YablonovitzManaging Director and Shareholder, Windmark Investment Partners, Inc.
- Sophia S. SmithChief Compliance Officer, Chief Financial Officer and Shareholder, Windmark Investment Partners, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Garry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.