Trace
Horevitz
Gwn Securities Inc
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About this Advisor
Trace Horevitz is a financial advisor based in Palm Beach Gardens, Florida, working with Gwn Securities Inc. Trace has previously held positions at Florida Actuarial Corp, Colliers International, Mellow Mushroom, and Gwn Securities, Inc. Trace has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Trace is part of Gwn Securities Inc, which operates out of Palm Beach Gardens, Florida. 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
Services Offered
Fee Structure
Office Location
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Gwn Securities Inc Brokerage Details
$3,079,617,915
755
62,656
$49,151
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Market timing services
Trace Horevitz Work History
Gwn Securities, Inc
Florida Actuarial Corp
Colliers International
Mellow Mushroom
Disclosures
Please visit the SEC profile of Trace Horevitz 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
Palm Beach Gardens, FL
Iselin, NJ
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
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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