Michael
Merrick
Gwn Securities Inc
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About this Advisor
Michael Merrick is a financial advisor working in Palm Beach Gardens, Florida who has 7 years of industry experience. Merrick is on the advisory team at Gwn Securities Inc. Their career trajectory has included roles at Axa Advisors, LLC and Gwn Securities Inc. Merrick maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Massachusetts. Gwn Securities Inc is an advisory business based out of Palm Beach Gardens, FL. It has offices in 25 locations and a total of 755 employees. It oversees $3 billion in total assets between its 58,177 client accounts, making it one of the largest firms in the country by assets under management. Of its 58,177 client accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Gwn Securities Inc performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. Fees for financial advice vary depending on the financial services provided. Fees charged by Gwn Securities Inc most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gwn Securities Inc Brokerage Details
$2,838,916,178
755
58,177
$48,798
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Market timing services
Michael Merrick Work History
Michael has been registered as a financial advisor for 7 years.*
Gwn Securities Inc
Axa Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Merrick 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
Palm Beach Gardens, FL
Iselin, NJ
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Williamsport, PA
Palm Beach Gardens, FL
Wayne, PA
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