Peter
Bartone

Gwn Securities Inc

CRD#4275834
Investment Advisor
in Hauppauge, NY

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About this Advisor

Peter Bartone is a financial advisor operating in Hauppauge, New York with 2 years of industry experience. Bartone is an employee of Gwn Securities Inc. They have been with Gwn Securities Inc for the entirety of their career. Bartone has a Series 63 license, qualifying them as a securities agent, and can work in New York. Gwn Securities Inc is a business operating out of Palm Beach Gardens, FL. The investment advisory business has offices in 25 locations and a total of 755 advisors. It manages $3 billion in assets under management among its 58,177 accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 58,177 accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. Fees for financial advice typically vary depending on the type of services offered. Fees charged by Gwn Securities Inc may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

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

1300 Veterans Highway Suite 210
Hauppauge, NY 11788

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$2,838,916,178

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

755

NY Average: 62
Total Number of Accounts

58,177

NY Average: 2,474
Average Account Size

$48,798

NY Average: $750,025

Investment Advisory Services

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

Peter Bartone Work History

Peter has been registered as a financial advisor for 2 years.*

2004 - Present (20 years)

Gwn Securities Inc

*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 Peter Bartone 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

David Karl
Palm Beach Gardens, FL
Gary Oconnor
Palm Beach Gardens, FL
Justin Heaslip
Iselin, NJ
Roy Weiss
Williamsport, PA
Michael Stone
Palmetto Bay, FL
Gregory Branch
Palm Beach Gardens, FL
Sergey Lyubyatinskiy
Los Angeles, CA
Lingan Deitrick
Iselin, NJ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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