Adam J Skot

Gwn Securities INC.

15 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Gwn Securities INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

487 advisors

Number of Clients

37,091 clients

Average Client Portfolio

$98K average

Assets Under Management

$3.7B

Fee Structure

Minimum Investment:$2K

Location

11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Adam sells life and health insurance, and annuities, and is paid by commission. He also works as a wealth advisor and manages rental properties, dedicating about a quarter of his time to wealth management and minimal time to real estate.