UBS Financial Services
46yrs
Top advisor by experience in Rochester
27yrs
Gary Stirk has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Rochester, New York. After seven years at Securities America Advisors and six years at Invest Financial, Gary joined Osaic Wealth in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 988 advisors with offices in Rochester, and one of 828 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
Office109 S Union Street Suite 335, Rochester, NY 14607
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?2 states
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2017 – 2024Securities America Advisors, Inc.Previously
- 2011 – 2017Invest Financial CorporationPreviously
- Dec 2009 – Jun 2011Ensemble Financial Services, Inc.Previously
- Apr 2009 – Jul 2009Wall Street Financial Group, Inc.Previously
Contact Gary
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Gary. 109 S Union Street Suite 335Rochester, NY 14607Office · Get directions
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Questions to ask Gary
Tailored to Gary’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gary
How do I contact Gary?
Call Osaic Wealth at (800) 821-5100 and ask for Gary Stirk. Gary works from the Rochester, NY office.
How long has Gary been a financial advisor?
Gary has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does Gary hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Gary a fiduciary?
Gary is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gary paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Gary for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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