Sergey
Lyubyatinskiy

Gwn Securities Inc

CRD#6854182
Investment Advisor
in Los Angeles, CA

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About this Advisor

Sergey Lyubyatinskiy is a financial advisor based in Los Angeles, California, working with Gwn Securities Inc. Sergey has previously held positions at the University Of California, Davis, Foothill College, Axa-Advisors, LLC, Axa Advisors LLC, Equitable Advisors, LLC, and Gwn Securities, Inc. Sergey has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Sergey is part of Gwn Securities Inc, which operates out of Los Angeles, California. The firm has 25 offices and 755 employees. The firm manages assets totaling $3.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and market timing services. The fee structure at Gwn Securities Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Market timing services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Los Angeles, CA

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$3,079,617,915

CA Average: $1,855,561,029
Total Number of Employees

755

CA Average: 62
Total Number of Accounts

62,656

CA Average: 2,474
Average Account Size

$49,151

CA Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Market timing services

Sergey Lyubyatinskiy Work History

2021 - Present (3 years)

Gwn Securities, Inc

2019 - 2020 (1 year)

Axa Advisors LLC

2019 - 2021 (2 years)

Equitable Advisors, LLC

2017 - 2018 (1 year)

Axa-Advisors, LLC

2015 - 2017 (2 years)

University Of California, Davis

2013 - 2015 (2 years)

Foothill College

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Disclosures

Please visit the SEC profile of Sergey Lyubyatinskiy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gwn Securities Inc

Timothy Howell
Palm Beach Gardens, FL
Anthony Decristofaro
Pasadena, CA
Michael Dilella
Iselin, NJ
Mark Schindler
Palm Beach Gardens, FL
Jennifer Baron
Palm Beach Gardens, FL
Trace Horevitz
Palm Beach Gardens, FL
Cole Finley
Palm Beach Gardens, FL
Joshua Mccutcheon
Fort Worth, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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