Matthew
Monahan
Gwn Securities Inc
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About this Advisor
Matthew Monahan is a financial advisor based in Basking Ridge, New Jersey, working with Gwn Securities Inc. Matthew has previously held positions at Mobile Health, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, and Gwn Securities, Inc. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Matthew is part of Gwn Securities Inc, which operates out of Basking Ridge, New Jersey. 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
Matthew Monahan Work History
Gwn Securities, Inc
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Mobile Health
Disclosures
Please visit the SEC profile of Matthew Monahan 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
Pasadena, CA
Iselin, NJ
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Fort Worth, TX
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