Gwn Securities Inc.

Overview

Gwn Securities Inc. is a Broker Dealer and registered investment adviser based in Palm Beach Gardens, FL, registered since 2004. It reports $4.8B in assets under management across 66,025 accounts, with 707 employees. Its 696 registered representatives work across 287 branch offices in 36 states.

Reported AUM

$4.8B

Discretionary

100%

Accounts

66,025

Average account

$72K

Employees

707

Registered reps

696

Branch offices

287

Registered since

2004

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Market Timing
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Investment Advisory Services
• Limited Partnerships Primary Distributions
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• Options
• Retirement/Pension Products
• 4 more

Executive officers 3 of 5

• Denis Stephen Walsh Chief Executive Officer, Executive Director, Municipal Securities Principal CRD 1124278
• Barry Richard Rittman Chief Financial Officer, Financial and Operations Principal, Vice President CRD 1997994
• Laura Jeanette Bornheimer Vice President, Chief Compliance Officer, Registered Options and Security Futures Principal CRD 1769643

2 more executive officers, with direct contact details

Registered reps 3 of 696

• Brian David Addis Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5838052
• Mikell Vincent Admire Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7614950
• Jerry Alan Adzima Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1660761

693 more registered reps, with emails, phones and branch locations

Location

Headquarters

11440 N Jog Rd
Palm Beach Gardens, FL 33418

County

Palm Beach

Metro area

Miami-Fort Lauderdale-Pompano Beach, FL

Region

South

Branch offices

287 in 36 states, including Orlando, FL, Miami, FL and Albany, NY

Registrations

• SEC registered, corporation formed in Florida
• Registered in 51 jurisdictions
• Website: gwnsecurities.com

Every state, with registration dates

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