TrueAdvisor
TrueAdvisor
VB
VB

Vincent Batyr

Gwn Securities INC.
33 Years of Experience
Norwalk, CT
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Vincent Batyr is a registered investment advisor at Gwn Securities INC., based in Norwalk, CT, with 33 years of industry experience. Vincent 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

70 New Canaan Ave., Norwalk, CT, 06850

Get directions

History

Regulatory History (2)
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
November 2008
Denied
Customer Dispute
October 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Vincent is the President/Owner of Batyr & Co, an accounting and tax preparation business, dedicating nearly full-time hours to it. He also sells fixed insurance and annuities through Oldham Resource Group.

Employment History
Current Registrations
Gwn Securities INC.
December 2017 - Present · 8 yrs 10 mos
Gwn Securities INC.Broker
June 2015 - Present · 11 yrs 4 mos
Previous Registrations
Moloney Securities CO., INC.Broker
March 2014 - March 2014 · 0 mos
National Securities CorporationBroker
November 2013 - June 2015 · 1 yr 7 mos
Prime Capital Services, INC.Broker
July 1996 - November 2013 · 17 yrs 4 mos
Pmg Securities CorporationBroker
July 1993 - January 1996 · 2 yrs 6 mos
Royal Alliance Associates, INC.Broker
January 1993 - July 1993 · 6 mos
State Registrations9 states
CACTDEFLGAMONCNJNY
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.
More Advisors
More financial advisors in Norwalk, CT →All financial advisors in Connecticut →