Ryan Gwinn, financial advisor Newark DE
90 score

Ryan Gwinn

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Newton One Advisors Neward, DE Jan 2012 - Current 4
M Holdings Securities, Inc. Portland, OR Jan 2012 - Current 4
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
Contact Info for Ryan Gwinn
Phone Number: 302-731-1326
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    207
    MILLIONS
  • Total Number of Accounts
    309
    ACCOUNTS
  • Average Account Value
    $671,034
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

DE, MD, MO, NJ, PA, TN, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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