Yuvraj Sisodia
Yuvraj Sisodia is a registered investment advisor at Gwn Securities INC., based in Miami Lakes, FL, with 18 years of industry experience. Yuvraj 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $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
Location
6175 NW 153rd Street, Suite 226, Miami Lakes, FL, 33014
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2017Other Business ActivitiesSells Insurance
Yuvraj is the owner of Teachers Retirement Resources Inc., a marketing entity for financial services products. He is also an independent insurance agent selling fixed insurance products and a financial professional with Florida Retirement Resources; these activities each take a full-time commitment.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations8 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.
Exams
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