Kyle Carrocino

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

• 08/2016 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2013-10-16 → 2016-08-04
  Hornor, Townsend & Kent, Llc
  Edison, NJ
  Succasunna, NJ
• 2011-10-14 → 2013-10-08
  Equitable Advisors, Llc
  Woodbridge, NJ
  Edison, NJ
  Edison, NJ
  Edison, NJ

Other Businesses

FIXED LIFE INSURANCE, LONG-TERM CARE INSURANCE, HEALTH, DISABILITY INSURANCE, FIXED ANNUITIES AND FIXED INDEXED ANNUITIES POSITION: Agent NATURE: Various lines of fixed insurance and fixed annuity sales. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 10/30/2010 ADDRESS: 517 Route 1 South #4100, Iselin NJ 08830, United States DESCRIPTION: Various lines of fixed insurance and fixed annuity sales. MANAGEMENT OF VARIOUS PERSONALLY OWNED RENTAL PROPERTIES POSITION: Landlord NATURE: Rental properties. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 8/1/2021 ADDRESS: 172 Monroe Street, Unit 2, Rahway NJ 07065, United States DESCRIPTION: Managing repairs and upgrades. Collecting rent. Clerical work. GUIDELINE FINANCIAL STRATEGIES, Is Investment Related, DBA, Financial Professional 08/17/2016,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales.

Exams

• S66 Uniform Combined State Law Examination
  2011-10-05

Designations

• Certified Financial Planner

Other Names

• Kyle Carracino
• Kyle Ian Carrocino