Tracey E Marz

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

• 09/2008 → Present
  Eugene J. Donohue, Inc.
  Port Jefferson, NY
• 03/2004 → Present
  Marz Tile, Inc.
  Selden, NY
• 02/2016 → Present
  Gwn Securities, Inc
  Palm Beach Gardens, FL

Other Businesses

1--TILE CONSTRUCTION COMPANY, BOOKKEEPER, VICE PRESIDENT. I HAVE BEEN WITH THE COMPANY SINCE IT'S INCEPTION. I WORK APPROXIMATELY 5-10 HOURS A WEEK KEEPING THE BOOKS AND FILES IN GOOD ORDER. MY HUSBAND STARTED THE BUSINESS IN 1990. THE ONLY TIME SPENT ON THIS BUSINESS IS IN THE EVENINGS, WHICH REQUIRES APPROXIMATELY 1 HOUR OF MY TIME. 2--MARZ TILE POSITION: Vice President NATURE: He is a contractor and tile installer. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 03/31/1990 ADDRESS: 65 College Road, Selden NY 11784, United States DESCRIPTION: I do all bookkeeping, payroll and keep the files in order. 3--TRACEY E MARZ INC POSITION: President NATURE: Selling life insurance and or annuities, getting quotes, the best possible interest rates and writing up applications. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2015 ADDRESS: 662 Main Street, Port Jefferson NY 11777, United States DESCRIPTION: Selling life insurance and or annuities, getting quotes, the best possible interest rates and writing up applications. 4--EUGENE DONOHUE Is Investment Related, DBA, Financial Professional, 2016-02-05, 160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment sales.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-05-30