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Vincent Batyr

32 Years of Experience
Palm Beach Gardens, FL
2 DisclosuresBrokerSells Insurance

Vincent Batyr is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 32 years of industry experience. Vincent 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 (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
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 5 mos
Gwn Securities INC.Broker
June 2015 - Present · 10 yrs 11 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.
Vincent Batyr - Financial Advisor | TrueAdvisor