GB
CFP
GB
CFP

Gwynanne Bissonette

32 Years of Experience
Lake Placid, NY
Broker

Gwynanne Bissonette is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Lake Placid, NY, with 32 years of industry experience. Gwynanne is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

1992 Saranac Avenue, Suite 2, Lake Placid, NY, 12946

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Gwynanne works as an investment advisor representative for Curtis and Bissonette, Inc., an SEC registered investment advisory firm, dedicating about a quarter of her time. She also owns Curtis & Bissonette, providing financial services, and spends about 10-20% of her time managing client portfolios.

Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2024 - Present · 2 yrs 1 mo
Cetera Investment Advisers LLC
September 2024 - Present · 2 yrs 1 mo
Cetera Wealth Services, LLCBroker
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Curtis & Bissonette INC
May 2021 - December 2024 · 3 yrs 7 mos
Cadaret Grant & CO INC
May 2021 - September 2024 · 3 yrs 4 mos
Cadaret, Grant & CO., INC.Broker
June 1997 - September 2024 · 27 yrs 3 mos
Linsco/private Ledger CORP.Broker
April 1994 - June 1997 · 3 yrs 2 mos
State Registrations17 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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