Michael D. Mestdagh

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

• 09/2015 → 06/2020
  Axa Advisors, Llc
  New York City, NY
• 09/2015 → 09/2021
  Equitable Advisors, Llc
  New York, NY
• 09/2021 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2015-09-30 → 2021-09-29
  Equitable Advisors, Llc
  Bloomfield Hills, MI
  Troy, MI
  Troy, MI

Other Businesses

MESTDAGH WEALTH MANAGEMENT Is Investment Related, Retirement Planning, Founder, 2021-10-01, 160 hours per month, 80 hours per month during trading hours, Commission Compensation, "Doing business as Mestdagh Wealth Management, helping clients invest through GWN Securities for retirement & wealth. Also, helping clients buy life insurance." Business name: Insurance, Business Address: 4621 Robinwood Ave, Royal Oak, MI, 48073, Position Held: Insurance Sales, Expected annual income: 150000, Compensation Type: Commissions, Hours Per Month: 40, Hours Per Month Trading: 0, Involvement status: ACTIVE, Start: 2026-03-12, Activity description: insurance sales, Investment Related?: NO, Will this activity interfere with or compromise your responsibilities as a registered representative?: NO, Is there an expectation to solicit other ownership or raise capital? : NO, Is there a web presence? : NO, Is there check-writing, trading authority/custody or control?: NO, Please list all non-securities licenses and/or certifications/professional designations that may apply to this activity (i.e. insurance, CPA, ChFC, etc.): variable, life, accident and health

Exams

• S66 Uniform Combined State Law Examination
  2015-09-25

Designations

• Certified Financial Planner