Zachary Gildenberg
Zachary Gildenberg is a CFP, ChFC-designated registered investment advisor at Gwn Securities INC., based in Bordentown, NJ, with 10 years of industry experience. Zachary 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
1028 Us Highway 206 S, Unit 2, Bordentown, NJ, 08505
Get directionsHistory
Regulatory History (2)
Criminal
November 2013Criminal
March 2012Other Business ActivitiesSells Insurance
Zachary works as a group benefits, property and casualty, and life/disability insurance broker, dedicating a few hours per week to each. He also works as a financial professional with Strategic Wealth Resource Group, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations12 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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