Michael
Mestdagh

Gwn Securities Inc

CRD#6455069
Investment Advisor
in Royal Oak, MI

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About this Advisor

Michael Mestdagh is a financial advisor based in Royal Oak, Michigan, working with Gwn Securities Inc. Michael has previously held positions at Michigan State University, American Axle Manufacturing, Axa Advisors, LLC, Equitable Advisors, LLC, and Gwn Securities, Inc. Michael has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Michael is part of Gwn Securities Inc, which operates out of Royal Oak, Michigan. 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 66

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

Royal Oak, MI

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$3,079,617,915

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

755

MI Average: 62
Total Number of Accounts

62,656

MI Average: 2,474
Average Account Size

$49,151

MI Average: $750,025

Investment Advisory Services

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

Michael Mestdagh Work History

2021 - Present (3 years)

Gwn Securities, Inc

2015 - 2020 (5 years)

Axa Advisors, LLC

2015 - 2021 (6 years)

Equitable Advisors, LLC

2014 - 2014 (< 1 year)

American Axle Manufacturing

2011 - 2015 (4 years)

Michigan State University

Disclosures

Please visit the SEC profile of Michael Mestdagh 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

Jennifer Baron
Palm Beach Gardens, FL
Jonah Simenauer
Palm Beach Gardens, FL
Timothy Howell
Palm Beach Gardens, FL
Brian Lacrosse
Palm Beach Gardens, FL
Victor Vera Arias
Palm Beach Gardens, FL
Trace Horevitz
Palm Beach Gardens, FL
Cole Finley
Palm Beach Gardens, FL
Joshua Mccutcheon
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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