Todd
Rashkin

Gwn Securities Inc

CRD#6325055
Investment Advisor
in Yonkers, NY

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About this Advisor

Todd Rashkin is a financial advisor based out of Yonkers, New York with 2 years of relevant experience. Rashkin currently works for Gwn Securities Inc. Their career trajectory has included roles at Contemporary Employee Plans, Inc, Cetera Advisors LLC, Axa Advisors, LLC, Equitable Advisors, LLC and Gwn Securities, Inc. Rashkin maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to advise clients in New York. Gwn Securities Inc is an advisory firm based out of Palm Beach Gardens, FL. The firm has offices in 25 locations and a total of 755 people on staff. It handles $3 billion in total assets among its 58,177 accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 58,177 client accounts, just 4% are held by high-net-worth investors who have at least $1 million in assets available to invest. Gwn Securities Inc offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. Financial advisory fee schedules usually vary depending on which service is provided. However, fee types billed by Gwn Securities Inc likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

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

Yonkers, NY

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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

Todd Rashkin Work History

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

2021 - Present (3 years)

Gwn Securities, Inc

2002 - Present (22 years)

Contemporary Employee Plans, Inc

2018 - 2020 (2 years)

Axa Advisors, LLC

2018 - 2021 (3 years)

Equitable Advisors, LLC

2014 - 2018 (4 years)

Cetera 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 Todd Rashkin 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

Justin Heaslip
Iselin, NJ
John Bannan
Palm Beach Gardens, FL
Michael Stone
Palmetto Bay, FL
Stephen White
Owasso, OK
David Karl
Palm Beach Gardens, FL
Roy Weiss
Williamsport, PA
Simona Taurosevicius
Palm Beach Gardens, FL
Sergey Lyubyatinskiy
Los Angeles, CA

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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