GM
GM

Gregory Mayernik

43 Years of Experience
Palm Beach Gardens, FL
BrokerSells Insurance

Gregory Mayernik is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 43 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37,091 clients with $3.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
506 advisors
Number of Clients
37,091 clients
Average Client Portfolio
$98K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$2K

GWN Securities offers several managed account programs with fees based on a percentage of your portfolio's value. These fees are typically billed quarterly. The specific fees vary depending on the program you choose and the amount you invest. Some programs have minimum account sizes and platform fees. GWN's fees do not include brokerage and custodial services. GWN may also recommend third-party money managers, which will result in additional fees.

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Location

11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gregory works at Midwest Annuity & Investment Company since 1987. He also operates as an investment advisor under GG Mayernik, Inc., an insurance agency.

Employment History
Current Registrations
Gwn Securities INC.
January 2008 - Present · 18 yrs 4 mos
Gwn Securities INC.Broker
January 2008 - Present · 18 yrs 4 mos
Previous Registrations
Planmember Securities Corporation
January 2007 - November 2007 · 10 mos
Planmember Securities CorporationBroker
January 2007 - November 2007 · 10 mos
H.c.meyer, INC.
September 2005 - November 2009 · 4 yrs 2 mos
Timeless Portfolio Solutions, INC.
March 2004 - December 2004 · 9 mos
Stuart Securities CORP.Broker
November 2003 - September 2006 · 2 yrs 10 mos
Brecek & Young Advisors, INC.Broker
March 2001 - November 2003 · 2 yrs 8 mos
Donahue Securities, INC.Broker
January 2000 - March 2001 · 1 yr 2 mos
G.G. Mayernik INC.
January 2000 - October 2011 · 11 yrs 9 mos
Mw Management CompanyBroker
July 1992 - March 2000 · 7 yrs 8 mos
Nwnl Management CorporationBroker
January 1987 - July 1992 · 5 yrs 6 mos
The Variable Annuity Marketing CompanyBroker
March 1983 - January 1987 · 3 yrs 10 mos
State Registrations1 state
OH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.