Robindronath Chatterjee
Robindronath Chatterjee is a registered investment advisor at Gwn Securities INC., based in Oakland, CA, with 1 years of industry experience. Robindronath 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
Oakland, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robindronath works as a Financial Representative for LA Pension Planners, a DBA for securities business, dedicating about half of his time. He also works as an insurance agent selling life and health insurance, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.
Gwn Securities INC.Broker
State Registrations1 state
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.