Todd Richard Seagrave

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

• 12/2010 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Other Businesses

LIFE INSURANCE, LONG-TERM CARE, EQUITY/IDEXED ANNUITIES, AND FIXED ANNUITIES POSITION: Financial Advisor/Admin Assistant NATURE: Life Insurance, Long-Termcae, Fixed Annuities, and Equity/Indexed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 4 START DATE: 08/09/2016 ADDRESS: 20399 Route 19, Suite 201, Cranberry Township PA 16066 DESCRIPTION: I am going to offer Life Insruance, LTC, Fixed Annuities, and Equity/Indexed Annuties KADES MARGOLIS, Is Investment Related, DBA, Financial Professional, 03/01/2011,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-22
• S63 Uniform Securities Agent State Law Examination
  2012-05-25