John Gunnin (CRD# 7613342) is an Investment Advisor Representative working at Cynosure Group, LLC in New York, NY and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cynosure Management, LLC | Salt Lake City, UT | Apr 2023 - Current | 1 |
| Svb Wealth LLC | New York, NY | Aug 2022 - Apr 2023 | < 1 |
| Colgate University | Hamilton, NY | Aug 2018 - May 2022 | 3 |
| Boston Private Wealth LLC | New York, NY | May 2021 - Aug 2021 | < 1 |
| St. Mark's School Of Texas | Dallas, TX | Jul 2010 - May 2018 | 7 |
| Vector Marketing | Dallas, TX | May 2017 - Sep 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- NY
- UT
-
Total Assets Under Management4,863MILLIONS
-
Total Number of Accounts590ACCOUNTS
-
Average Account Value$8,242,342
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, CT, DE, FL, GA, ID, IL, MA, MD, MN, NJ, NY, RI, TX, UT, WA
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