John Ferullo
John Ferullo is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 34 years of industry experience. John 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an officer of S&G Management LLC, collecting rents for real estate, and a managing member of 1587 McDaniel Drive LLC, which owns his office building. He is also an agency principal at Ferullo Insurance Agencies LLC, dedicating full-time hours to managing, selling, and overseeing insurance and fixed financial product sales, and appointed to sell fixed insurance products through Ferullo Insurance Brokers LLC, spending about a quarter of his time on this activity. John is also a registered representative with Ferullo Financial Group LLC, dedicating about 10-20% of his time to sales and service of financial products, life insurance, annuities, health and small group benefits, and a managing member of Ferullo Investments LLC, dedicating minimal time to forming an account for future investments. Finally, John is a member of the Union League of Philadelphia investment club, dedicating minimal time to this activity.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Nationwide Securities, LLC
1717 Capital Management Company
Nationwide Securities, LLCBroker
State Registrations3 states
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.