Robert Malinowski, financial advisor Palm Beach Gardens FL
93 score

Robert Malinowski

CRD Number: 5350354
Current Firm: Gwn Securities Inc.

Robert Malinowski (CRD# 5350354) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Gwn Securities Inc. Palm Beach Gardens, FL Mar 2011 - Current 5
Various Insurance Carriers For W & R Insurance Agencies Aston, PA Aug 2010 - Current 6
Waddell & Reed, Inc. Wilmington, DE Mar 2010 - Dec 2010 < 1
Unemployed Aston, PA Sep 2009 - Mar 2010 < 1
Valic Financial Advisors ,avern, PA May 2009 - Sep 2009 < 1
The Penn Mutual Life Ins Co Horsham, PA Jan 2008 - May 2009 1
Horner Townsend & Kent, Inc. Conshohocken, PA Jan 2008 - May 2009 1
Mml Investor Services Bala Cynwyd, PA Jul 2007 - Jan 2008 < 1
Mass Mutual Bala Cynwyd, PA Jul 2007 - Jan 2008 < 1
Student Aston, PA Sep 1999 - Jun 2007 7
Clarks Co Kennet Square, PA May 2006 - Sep 2006 < 1
Penn-delco School District Aston, PA Jun 2002 - Aug 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for Robert M. Malinowski
Phone Number: 561-472-2700
Registered State(s):
  • PA
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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