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Eugene Donohue

Gwn Securities INC.
30 Years of Experience
Port Jefferson, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Eugene Donohue is a registered investment advisor at Gwn Securities INC., based in Port Jefferson, NY, with 30 years of industry experience. Eugene is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 37,793 clients with $4.8B in assets under management.

Gwn Securities INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
505 advisors
Number of Clients
37,793 clients
Average Client Portfolio
$126K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$1M+0.50%

Schedule represents the standard GWN Managed Account Program. Other programs such as Premier, Total Access, and FMAX have separate fee schedules or negotiable rates up to 2.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

662 Main Street, Port Jefferson, NY, 11777

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
February 1992
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Eugene is a director at Skilles Unlimited and a sales representative at JMB Mass Mutual, dedicating minimal time to each. He is also the president of Eugene J Donohue Inc., where he sells insurance products, taking nearly full-time hours, and a partner in a rental property, dedicating minimal time.

Employment History
Current Registrations
Gwn Securities INC.
March 2021 - Present · 5 yrs 7 mos
Gwn Securities INC.Broker
October 2007 - Present · 19 yrs
Previous Registrations
Allstate Financial Services, LLCBroker
April 2007 - November 2007 · 7 mos
Pmg Securities CorporationBroker
January 1994 - May 1995 · 1 yr 4 mos
Macpeg, Ross, O'connell & Goldaber, INC.Broker
May 1987 - March 1988 · 10 mos
Nathan & Lewis Securities, INC.Broker
April 1984 - December 1993 · 9 yrs 8 mos
G. R. Phelps & CO., INC.Broker
January 1984 - April 1995 · 11 yrs 3 mos
State Registrations11 states
AKCOFLKYMANCNYORSCVAVT
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.
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