Yuvraj
Sisodia

Gwn Securities Inc

CRD#5480756
Investment Advisor
in Hialeah, FL

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About this Advisor

Yuvraj Sisodia is a financial advisor based in Hialeah, Florida, working with Gwn Securities Inc. Yuvraj has previously held positions at Ing Financial Partners, Inc, Voya Financial Advisors, and Gwn Securities, Inc. Yuvraj has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Yuvraj is part of Gwn Securities Inc, which operates out of Hialeah, 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

Series 65, Series 63

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

Office Location

6175 Nw 153Rd Street Suite 226
Hialeah, FL 33014

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$3,079,617,915

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

755

FL Average: 62
Total Number of Accounts

62,656

FL Average: 2,474
Average Account Size

$49,151

FL Average: $750,025

Investment Advisory Services

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

Yuvraj Sisodia Work History

2017 - Present (7 years)

Gwn Securities, Inc

2014 - 2017 (3 years)

Voya Financial Advisors

2008 - 2014 (6 years)

Ing Financial Partners, Inc

Disclosures

Please visit the SEC profile of Yuvraj Sisodia 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

Daniel Fiala
Palm Beach Gardens, FL
Joshua Mccutcheon
Fort Worth, TX
Jennifer Baron
Palm Beach Gardens, FL
Lauren Ragsdale
Palm Beach Gardens, FL
Lori Brabham
Pensacola, FL
Brian Lacrosse
Palm Beach Gardens, FL
Cole Finley
Palm Beach Gardens, FL
Marcellous Fletcher
Palm Beach Gardens, FL

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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