Gwn Securities Inc

Investment Advisor
in Wayne, PA

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About this Advisor

Joshua Miller is a financial advisor operating in Wayne, Pennsylvania with a total of 1 year of industry experience. Miller is an advisor for Gwn Securities Inc. Over the course of their career, Miller has held roles at Optimal Health Club, Contemporary Staffing Solutions, Kades-Margolis and Cobra Puma Golf. Miller maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Gwn Securities Inc is an advisory company based out of Palm Beach Gardens, FL. The investment advisory business has offices in 25 locations and a total of 755 people on staff. It controls $3 billion in assets between its 58,177 accounts, making it one of the largest firms in the United States by assets under management. Of its 58,177 customer accounts, just 4% are held by high-net-worth investors who have more than $1 million in assets. Gwn Securities Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. Financial management fees are based on which services the firm provides the client. Fee types charged by Gwn Securities Inc likely include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

940 West Valley Road Suite 1200
Wayne, PA 19087

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Gwn Securities Inc Brokerage Details

Total Assets Under Management


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


PA Average: 62
Total Number of Accounts


PA Average: 2,474
Average Account Size


PA Average: $750,025

Investment Advisory Services

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

Joshua Miller Work History

Joshua has been registered as a financial advisor for 1 years.*

2016 - Present (8 years)


2016 - 2019 (3 years)

Cobra Puma Golf

2014 - 2016 (2 years)

Contemporary Staffing Solutions

2013 - 2014 (1 year)

Optimal Health Club

*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.


Please visit the SEC profile of Joshua Miller 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

John Bannan
Palm Beach Gardens, FL
Kerry Hawver
Palm Beach Gardens, FL
Sergey Lyubyatinskiy
Los Angeles, CA
Justin Heaslip
Iselin, NJ
David Karl
Palm Beach Gardens, FL
Roy Weiss
Williamsport, PA
Simona Taurosevicius
Palm Beach Gardens, FL
Bryan Merillat
Chelsea, MI

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

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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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