Trevor B Gulick-stutz
Investment adviser representative at The Coury Firm
10 yearsExperience
5 statesRegistered in
$1.3BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- The Coury FirmNov 2024 to now
- Orion Portfolio SolutionsAug 2023 to Nov 2024
- Self EmployedJun 2017 to Jul 2023
- KaltrocoMay 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 5 states (CA, DE, FL, PA, WV).
The Coury Firm
Legal name: Coury Firm Asset Management LLC
$1.3BAssets managed
252Clients
9Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6206229
- Firm CRD
- 289145