Brian Addis, financial advisor Palm Beach Gardens FL

Brian Addis

CRD Number: 5838052
Current Firm: Gwn Securities Inc.

Brian Addis (CRD# 5838052) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Gwn Securities, Inc. Palm Beach Gardens, FL Jun 2019 - Current 4
Cantella & Company, Inc. Boston, MA Dec 2016 - Jun 2019 2
Unemployed Unemployed, OH Oct 2016 - Dec 2016 < 1
Edward Jones St. Louis, MO Aug 2010 - Sep 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Brian D. Addis
Phone Number: 561-472-2700
Registered State(s):
  • OH
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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