Gregory Cleare
Gregory Cleare is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 21 years of industry experience. Gregory 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764
Get directionsHistory
Regulatory History (3)
Judgment / Lien
December 2023Judgment / Lien
February 2019Judgment / Lien
March 2016Other Business ActivitiesSells Insurance
Gregory is a mobile DJ and pharmacy technician, and also works as a financial professional and insurance agent offering tax strategies, retirement services, and estate planning. He is also involved in a family trucking business and works as a realtor, and a freight broker, dedicating a few hours per week to freight dispatch and brokerage.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Gwn Securities INC.
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
State Registrations4 states
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.