Shannon
Suarez

Gwn Securities Inc

CRD#2039757
Investment Advisor
in Palm Beach Gardens, FL

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About this Advisor

Shannon Suarez is a financial advisor operating out of Palm Beach Gardens, Florida, who has been in the financial industry for 12 years. Suarez works at Gwn Securities Inc. They have spent their whole employment at Gwn Securities Inc. Suarez holds a Series 63 license, certifying them as a securities agent, and is able to operate in Missouri. Gwn Securities Inc is a registered investment firm that has its headquarters in Palm Beach Gardens, Florida. The investment advisory business has offices in 25 locations and a total of 759 people on staff. It handles $3 billion in assets between its 54,640 customer accounts, making it one of the biggest firms in the country by assets under management. Gwn Securities Inc provides a diverse array 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 usually depend on the services offered. Fee types charged by Gwn Securities Inc may include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years of Experience

12 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

$3,143,187,902

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

759

FL Average: 62
Total Number of Accounts

54,640

FL Average: 2,474
Average Account Size

$57,525

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

Shannon Suarez Work History

Shannon has 12 years of experience.

2010 - Present (12 years)

Gwn Securities Inc

Disclosures

Shannon Suarez has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Gwn Securities Inc

Timothy Howell
Palm Beach Gardens, FL
Jared Gruccio
Palm Beach Gardens, FL
Eric Gerstein
Warwick, NY
Joey Martin
Palm Beach Gardens, FL
Michael Merrick
Palm Beach Gardens, FL
Gregory Holman
Palm Beach Gardens, FL
James Boseman
Palm Beach Gardens, FL
Leonard Cheah
Carlsbad, CA

The content in this profile was updated by SmartAsset on 04/01/2022 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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