Patrick
Geubtner
Gwn Securities Inc
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About this Advisor
Patrick Geubtner is a financial advisor who works in Northfield, New Jersey with a total of 10 years of relevant experience. Geubtner is an advisor for Gwn Securities Inc. Throughout their career, Geubtner has worked at Axa Advisors, LLC, Law Offices Of Patrick Geubtner and Gwn Securities Inc. Geubtner maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey. Gwn Securities Inc is a financial advisory firm headquartered in Palm Beach Gardens, FL. The company has offices in 25 locations and a total of 755 people on staff. It handles $3 billion in assets under management across its 58,177 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 58,177 client accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. Financial advisory fee schedules largely vary depending on which services are offered. However, fee types charged by Gwn Securities Inc can consist of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gwn Securities Inc Brokerage Details
$2,838,916,178
755
58,177
$48,798
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Market timing services
Patrick Geubtner Work History
Patrick has been registered as a financial advisor for 10 years.*
Gwn Securities Inc
Law Offices Of Patrick Geubtner
Axa Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patrick Geubtner 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
Wayne, PA
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Williamsport, PA
Iselin, NJ
Palm Beach Gardens, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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