Peter Derosa, financial advisor Palm Beach Gardens FL

Peter Derosa

CRD Number: 713115
Current Firm: Gwn Securities Inc.

Peter Derosa (CRD# 713115) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 37 years of experience in the finance industry. Peter Derosa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Gwn Securities Inc. Palm Beach Gardens, FL Nov 2014 - Current 9
Jost Financial Management Corp. Warren, NJ Feb 1984 - Current 40
The Investment Center Inc. Warren, NJ Jan 2014 - Nov 2014 < 1
Ic Advisory Services Inc. Warren, NJ Jan 2014 - Nov 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
Contact Info for Peter C. Derosa
Phone Number: 561-472-2700
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    2,839
    MILLIONS
  • Total Number of Accounts
    58,177
    ACCOUNTS
  • Average Account Value
    $48,798
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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