AG
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Alan Gnoinski
24 Years of Experience
Williamsville, NY
2 DisclosuresBrokerSells Insurance
Alan Gnoinski is a registered investment advisor, based in Williamsville, NY, with 24 years of industry experience.
Location
5920 Main Street, Williamsville, NY, 14221
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Regulatory History (2)
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Customer Dispute
January 2020Closed-No Action
Customer Dispute
May 2004Closed-No Action
Other Business ActivitiesSells Insurance
Alan is an insurance agent selling approved insurance products through Avantax, dedicating a few hours per week to this. He is also a founding partner of Bearingstone Wealth, which takes nearly full-time hours, and is involved in several other business ventures including real estate, marketing, and a food truck.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
October 2023 - September 2025 · 1 yr 11 mos
Avantax Investment Services, INC.Broker
October 2023 - September 2025 · 1 yr 11 mos
Osaic Wealth, INC.Broker
September 2023 - November 2023 · 2 mos
Sagepoint Financial, INC.Broker
November 2018 - September 2023 · 4 yrs 10 mos
United Planners' Financial Services of America a Limited PartnerBroker
October 2012 - November 2018 · 6 yrs 1 mo
Next Financial Group, INC.Broker
October 2007 - October 2012 · 5 yrs
Legend Equities CorporationBroker
March 2005 - October 2007 · 2 yrs 7 mos
Delta Equity Services CorporationBroker
July 2001 - December 2004 · 3 yrs 5 mos
State Registrations7 states
ALARFLGANCNYSC
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.