Michael
Mestdagh

Gwn Securities Inc

CRD#6455069
Investment Advisor
in Royal Oak, MI

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About this Advisor

Michael Mestdagh is a financial advisor working out of Royal Oak, Michigan with 2 years of relevant experience. Mestdagh is an advisor for Gwn Securities Inc. Over the course of their career, Mestdagh has held roles at Michigan State University, Blackbird Vending, American Axle Manufacturing, Axa Advisors, LLC, Equitable Advisors, LLC and Gwn Securities, Inc. Mestdagh has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Michigan. Gwn Securities Inc is a financial advisory company headquartered in Palm Beach Gardens, FL. It has offices in 25 locations and a total of 755 employees. It controls $3 billion in assets among its 58,177 accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 58,177 client accounts, just 4% belong to high-net-worth clients who have more than $1 million in assets. The company provides a broad array 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 service is offered. Fees billed by Gwn Securities Inc most likely include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

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

Royal Oak, MI

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$2,838,916,178

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

755

MI Average: 62
Total Number of Accounts

58,177

MI Average: 2,474
Average Account Size

$48,798

MI Average: $750,025

Investment Advisory Services

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

Michael Mestdagh Work History

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

2021 - Present (3 years)

Gwn Securities, Inc

2015 - 2020 (5 years)

Axa Advisors, LLC

2015 - 2021 (6 years)

Equitable Advisors, LLC

2014 - 2014 (< 1 year)

American Axle Manufacturing

2011 - 2015 (4 years)

Michigan State University

2010 - 2013 (3 years)

Blackbird Vending

*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 Michael Mestdagh 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

Stephen White
Owasso, OK
Gary Oconnor
Palm Beach Gardens, FL
Michael Stone
Palmetto Bay, FL
Lingan Deitrick
Iselin, NJ
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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