Sanford
Warmund

Gwn Securities Inc

CRD#1460392
Investment Advisor
in Palm Beach Gardens, FL

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About this Advisor

Sanford Warmund is a financial advisor who works in Palm Beach Gardens, Florida, who has been in the industry for 10 years. Warmund currently works for Gwn Securities Inc. They have been an employee of Gwn Securities Inc for all of their career. Warmund holds a Series 63 license, certifying them as a securities representative, and can serve investors in Missouri. Gwn Securities Inc is an advisory company based in Palm Beach Gardens, Florida. It has $2 billion in assets under management among its 50,339 accounts, placing it among the biggest firms in the country by assets under management. Gwn Securities Inc has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. Financial advisory fees usually vary depending on which services the firm provides the client. Fees charged by Gwn Securities Inc can include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years of Experience

10 years

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

Disclosures

No

Office Location

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

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$2,286,554,088

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

650

FL Average: 62
Total Number of Accounts

50,339

FL Average: 2,474
Average Account Size

$45,423

FL Average: $750,025

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Investment Advisory Services

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

Sanford Warmund Work History

Sanford has 10 years of experience.

2010 - Present (12 years)

Gwn Securities

Disclosures

Sanford Warmund has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Gwn Securities Inc

Kristopher Ziskin
Palm Beach Gardens, FL
Jason Hurwitz
Palm Beach Gardens, FL
Robert Morrissey
Palm Beach Gardens, FL
Sanford Warmund
Palm Beach Gardens, FL
Angel Simpson
Orlando, FL
Luke Dalton
Catoosa, OK
Maria Filindras
Manhattan Beach, CA
Jared Gruccio
Palm Beach Gardens, FL

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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