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KB
CFP · ChFC
KB
CFP · ChFC

Keith Bermeo

Gwn Securities INC.
28 Years of Experience
Forked River, NJ
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Keith Bermeo is a CFP, ChFC-designated registered investment advisor at Gwn Securities INC., based in Forked River, NJ, with 28 years of industry experience. Keith 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

510 S. Main Street, Suite #111, Forked River, NJ, 08731

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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.
Criminal
April 1991
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Keith is a registered representative for ABMM Financial, engaging in financial services and insurance sales, dedicating nearly full-time hours to this role. Keith also acts as a landlord for KEITH BERMEO INV REALTY, spending minimal time collecting rent.

Employment History
Current Registrations
Gwn Securities INC.Broker
September 2024 - Present · 2 yrs 1 mo
Gwn Securities INC.
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - October 2024 · 7 yrs 7 mos
MML Investors Services, LLC
March 2017 - October 2024 · 7 yrs 7 mos
Msi Financial Services, INC.
November 2005 - March 2017 · 11 yrs 4 mos
Msi Financial Services, INC.Broker
November 2005 - March 2017 · 11 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
November 2005 - July 2007 · 1 yr 8 mos
Citistreet Financial Services LLC
July 2002 - December 2005 · 3 yrs 5 mos
Citistreet Equities LLCBroker
March 2000 - December 2005 · 5 yrs 9 mos
C. J. M. Planning CORP.Broker
December 1997 - March 2000 · 2 yrs 3 mos
State Registrations9 states
AZFLINNCNJNYPARISC
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.
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