Adviser and broker representative · Wealthspire Retirement Advisory
Gary E. Shuford II
CRD 4596981 · Charlotte, NC
At a glance
Gary E. Shuford II is an investment adviser representative with Wealthspire Retirement Advisory in Charlotte, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Gary’s SEC record dates to 2009, about 17 years ago. Gary is also registered as a broker representative.
Current advisory firm
- Wealthspire Retirement AdvisorySince June 2023Charlotte, NC · $39B in regulatory assets
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 4 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Gary’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
- 2 firmsLocked
- 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.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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