Zachary Gildenberg
Zachary Gildenberg is a CFP, ChFC-designated registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 10 years of industry experience. Zachary 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 (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.