Patrick Geubtner, financial advisor Northfield NJ
93 score

Patrick Geubtner

CRD Number: 1961100
Current Firm: Gwn Securities Inc.

Patrick Geubtner (CRD# 1961100) is an Investment Advisor Representative working at Gwn Securities Inc. in Northfield, NJ and has over 13 years of experience in the finance industry.

Similar Advisors
Stephen Donnelly, financial advisor Northfield NJ
Stephen Donnelly
CRD# 1294906
Investors Capital Advisory
Score
98
Similar Advisors
Craig Blum, financial advisor Northfield NJ
Craig E. Blum
CRD# 3181467
Ubs Financial Services Inc.
Score
96
Similar Advisors
John Clark, financial advisor Northfield NJ
John P. Clark
CRD# 3099803
Investment Advisors
Score
96
Company Name Location Dates Years
Gwn Securities Inc. Palm Beach Gardens, FL Sep 2013 - Current 3
Law Offices Of Patrick Geubtner Northfield, NJ Sep 1998 - Current 18
Axa Advisors, LLC New York, NY May 2003 - Sep 2013 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
S65 NASAA Investment Advisors Law Examination Aug 2003
Contact Info for Patrick F. Geubtner
Phone Number: 561-472-2700
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,387
    MILLIONS
  • Total Number of Accounts
    21,091
    ACCOUNTS
  • Average Account Value
    $65,765
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

Ready to hire a financial advisor? Get competitive proposals from Patrick Geubtner and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.