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Piotr Skladzinski

Gwn Securities INC.
46 Years of Experience
Latham, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
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Piotr Skladzinski is a registered investment advisor at Gwn Securities INC., based in Latham, NY, with 46 years of industry experience. Piotr 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.

Gwn Securities INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
505 advisors
Number of Clients
37,793 clients
Average Client Portfolio
$126K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

755 Troy-Schenectady Road, Latham, NY, 12110

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 1998
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Piotr is an insurance broker, selling life, health, and long-term care insurance, dedicating about 10-20% of his time to this activity. He also services existing clients and makes new sales of life insurance and long-term care through Infinex, spending a few hours per week on this. Piotr also owns rental property, dedicating minimal time to it, and operates as a Financial Professional through Albany Group, which takes nearly full-time hours.

Employment History
Current Registrations
Gwn Securities INC.
March 2021 - Present · 5 yrs 7 mos
Gwn Securities INC.Broker
January 2005 - Present · 21 yrs 9 mos
Previous Registrations
Pmg Securities CorporationBroker
November 1998 - December 2004 · 6 yrs 1 mo
Eq Financial Consultants, INC.Broker
October 1980 - November 1998 · 18 yrs 1 mo
The Equitable Life Assurance Society of the United StatesBroker
April 1980 - November 1998 · 18 yrs 7 mos
State Registrations2 states
CONY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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