Zachery
Roth
Gwn Securities Inc
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About this Advisor
Zachery Roth is a financial advisor operating in Houston, Texas. Roth is an employee of Gwn Securities Inc. During their career, Roth has held roles at Ficare Fcu, Mandarin Heights, Datz Deli, Sunshine Valet, Protect A Child Fencing, Champions Turf St James Golf Club and Buzzards Roost. Roth has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Texas. Gwn Securities Inc is an advisory firm operating out of Palm Beach Gardens, FL. It has offices in 25 locations and a total of 755 employees. It administers $3 billion in assets between its 58,177 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 58,177 client accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in assets. The firm has 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 management typically depend on which services the firm provides the client. Fees billed by Gwn Securities Inc can consist 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
Zachery Roth Work History
Zachery has been registered as a financial advisor for 0 years.*
Ficare Fcu
Mandarin Heights
Datz Deli
Sunshine Valet
Protect A Child Fencing
Champions Turf St James Golf Club
Buzzards Roost
*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 Zachery Roth 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
Owasso, OK
Palm Beach Gardens, FL
Wayne, PA
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Williamsport, PA
Iselin, NJ
Owasso, OK
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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