Ryan Daniel Boudreau

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → Present
  Gwn Securities Inc
  Palm Beach Gardens, FL

Previous Registrations

• 2002-03-26 → 2013-07-08
  Equitable Advisors, Llc
  Mission Viejo, CA
  Irvine , CA
  Irvine, CA

Other Businesses

ICON RISK MANAGEMENT & INSURANCE SERVICES INC. INVESTMENT RELATED ADDRESS: 111 CORPORATE DR., SUITE 200, , LADERA RANCH, CA, 92694, USA",P&C INSURANCE,SALES POSITION: REPRESENTATIVE START: 09/06/2012; 16 HOURS PER MONTH,16 HOURS PER MONTH DURING TRADING HOURS; COMMISSION BASED. DESCRIPTION: SALES AND SERVICE BOUDREAU FINANCIAL GROUP POSITION: CEO NATURE: SECURITIES AND INSURANCE BUSINESS. INVESTMENT RELATED: YES NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS: 40 START DATE: 07/01/2013 ADDRESS: 26632 TOWNE CENTRE DRIVE, SUITE 300, FOOTHILL RANCH CA 92610 DESCRIPTION: BOUDREAU FINANCIAL GROUP IS HOW I MARKET MY SECURITIES AND INSURANCE BUSINESS. SADDLEBACK VALLEY POP WARNER FOOTBALL & CHEER NOT INVESTMENT RELATED; POSITION: BOARD MEMBER AT LARGE; NATURE: YOUTH FOOTBALL; 1 HOUR PER MONTH AND 0 DURING TRADING HOURS; NO COMPENSATION; START: 11/1/2024; ADDRESS: 27732 RUISENOR MISSION VIEJO CA 92692; DESCRIPTION: ATTEND MEETINGS AND DISCUSS THE OPERATIONS OF THE YOUTH FOOTBALL AND CHEER.

Exams

• S66 Uniform Combined State Law Examination
  2001-09-14

Other Names

• Ryan Boudreau