Ryan GwinnCRD Number: 6001931
Current Firm: Newton One Advisors
Ryan Gwinn (CRD# 6001931) is an Investment Advisor Representative working at Newton One Advisors in Newark, DE and has over 4 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Msi Financial Services, Inc.
|Newton One Advisors||Neward, DE||Jan 2012 - Current||5|
|M Holdings Securities, Inc.||Portland, OR||Jan 2012 - Current||5|
|Accountants International (temporary Postion)||Newark, DE||Sep 2011 - Jan 2012||< 1|
|Unemployed||Newark, DE||Apr 2011 - Aug 2011||< 1|
|New Penn Financial||Plymouth Meeting, PA||Dec 2010 - Mar 2011||< 1|
|Unemployed||Newark, DE||Jun 2010 - Nov 2010||< 1|
|College||West Chester, PA||Aug 2005 - May 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management207MILLIONS
Total Number of Accounts309ACCOUNTS
Average Account Value$671,034
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
DE, MD, MO, NJ, PA, TN, VA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.