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Piotr Skladzinski

45 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBrokerSells Insurance

Piotr Skladzinski is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 45 years of industry experience. Piotr 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
506 advisors
Number of Clients
37,091 clients
Average Client Portfolio
$98K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$2K

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.

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Location

11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764

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History

Regulatory History (1)
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Customer Dispute
January 1998
Settled
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 2 mos
Gwn Securities INC.Broker
January 2005 - Present · 21 yrs 4 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.