GM
GM

Gregory Muscavage

36 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBrokerSells Insurance

Gregory Muscavage is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 36 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.

Loading...

Location

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

Get directions

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.
Customer Dispute
October 2018
Settled
Other Business ActivitiesSells Insurance

Gregory is an independent insurance agent selling dental, group disability income, disability, fixed annuities, life/accident/health, and long-term care insurance products. He also works as a financial professional with Infinity Financial Services Group full-time and is a financial representative for Shockproof Insurance LLC, dedicating about 10-20% of his time to fixed insurance and fixed annuities.

Employment History
Current Registrations
Gwn Securities INC.
August 2018 - Present · 7 yrs 9 mos
Gwn Securities INC.Broker
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - August 2018 · 1 yr 5 mos
MML Investors Services, LLC
March 2017 - August 2018 · 1 yr 5 mos
Msi Financial Services, INC.
December 2005 - March 2017 · 11 yrs 3 mos
Msi Financial Services, INC.Broker
December 2005 - March 2017 · 11 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
December 2005 - July 2007 · 1 yr 7 mos
Citistreet Financial Services LLC
August 2002 - December 2005 · 3 yrs 4 mos
Citistreet Equities LLCBroker
September 1991 - December 2005 · 14 yrs 3 mos
Mutual of Omaha Fund Management CompanyBroker
December 1989 - September 1991 · 1 yr 9 mos
State Registrations2 states
FLNJ
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.
Gregory Muscavage - Financial Advisor | TrueAdvisor