Steven
Schramm

Gwn Securities Inc

CRD#4662680
Investment Advisor
in Palm Beach Gardens, FL

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About this Advisor

Steven Schramm is a financial advisor operating in Palm Beach Gardens, Florida, who has been in the advisory business for 11 years. Schramm works at Gwn Securities Inc. During their career, the advisor has held roles at Retirement Consultants Network and Gwn Securities Inc. Schramm holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Georgia. Gwn Securities Inc is a financial advisory business that has its headquarters in Palm Beach Gardens, Florida. The company has offices in 25 locations and a total of 759 advisors. It controls $3 billion in total assets across its 54,640 accounts, making it one of the biggest firms in the country by assets under management. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types billed by Gwn Securities Inc most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

Yes

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

Steven Schramm Work History

Steven has 11 years of experience.

2011 - Present (11 years)

Retirement Consultants Network

2011 - Present (11 years)

Gwn Securities Inc

Disclosures

Steven Schramm has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Gwn Securities Inc

Timothy Howell
Palm Beach Gardens, FL
Chad Baccus
Palm Beach Gardens, FL
Larry Pham
Los Angeles, CA
Michael Merrick
Palm Beach Gardens, FL
Joey Martin
Palm Beach Gardens, FL
Lauren Ragsdale
Palm Beach Gardens, FL
Leonard Cheah
Carlsbad, CA
Michael Jones
Matthews, NC

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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