Keith G Bermeo

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

• 01/2006 → 03/2017
  Metlife Resources
  Woodbridge, NJ
• 07/2016 → 09/2024
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 09/2024
  Mml Investors Services, Llc
  Forked River, NJ
• 09/2024 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2017-03-25 → 2024-10-02
  Mml Investors Services, Llc
  Barnegat, NJ
  Barnegat, NJ
  Wall Township, NJ
  Burlington, NJ
  Forked River, NJ
• 2005-11-30 → 2017-03-25
  Msi Financial Services, Inc.
  Wall Township, NJ
  Cranford, NJ
  Cranford, NJ
  Barnegat, NJ
  Cranford, NJ
  Springfield, MA
  Springfield, MA
  Cranford, NJ
  Barnegat, NJ
  Wall Township, NJ
• 2002-07-12 → 2005-12-31
  Metlife Investment Fund Services Llc
  Woodbridge, NJ

Other Businesses

1-- ABMM FINANCIAL POSITION: Registered Representative. NATURE: DBA/Financial Services/Insurance. COMPENSATION TYPE: Commission. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 127 START DATE: 04/01/2024 ADDRESS: 510 S. Main Street, Forked River, NJ 08731 United States. DBA; Life Insurance sales to customers; and Financial Services. 2-- KEITH BERMEO INV REALTY POSITION: Landlord. NATURE: Rental. COMPENSATION TYPE: Commission. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: 88 GEORGETOWN BLVD, BARNEGAT, NJ 0800 DESCRIPTION: Collect Rent.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-06-26
• S66 Uniform Combined State Law Examination
  1999-12-30

Designations

• Certified Financial Planner
• Chartered Financial Consultant