Theodore Steven Gerstein

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

• 06/2022 → 04/2025
  Peralte-Clark Llc
  Chicago, IL
• 08/2020 → 06/2022
  University Of Illinois At Urbana Champaign
  Champaign, IL
• 06/2020 → 08/2020
  Dhl
  New York, NY
• 09/2019 → 03/2020
  Flexo Transparent
  Buffalo, NY
• 09/2015 → 06/2020
  Suny At Buffalo
  Amherst, NY
• 06/2017 → 08/2018
  Nyc Parks And Recreation
  Brooklyn, NY
• 06/2018 → 08/2018
  Nyc Parks And Recreation
  Brooklyn, NY
• 06/2019 → 08/2019
  The Baseball Academy
  New York, NY
• 04/2025 → Present
  Eric Gerstein
  Warwick, NY
• 01/2017 → Present
  Teddy Gerstein Umpire
  Warwick, NY
• 08/2024 → Present
  Teddy Gerstein Landlord
  Chicago, IL
• 04/2025 → Present
  Gwn Securities
  Palm Beach Gardens, FL

Other Businesses

1. TEDDY GERSTEIN UMPIRE POSITION: [UMPIRE] | NATURE: [BASEBALL UMPIRE] | COMPENSATION TYPE: [1099] | INVESTMENT RELATED: NO | NUMBER OF HOURS: [20] | SECURITIES TRADING HOURS: [0] | START DATE: [JAN 2017] | ADDRESS OF OBA: [97 MARIAN CT WARWICK, NY 10990] | DESCRIPTION OF YOUR DUTIES: [UMPIRE] 2. TEDDY GERSTEIN LANDLORD POSITION: [LANDLORD] | NATURE: [RESIDENTIAL LANDLORD] | COMPENSATION TYPE: [RENTAL INCOME] | INVESTMENT RELATED: NO | NUMBER OF HOURS: [5] | SECURITIES TRADING HOURS: [0] | START DATE: [AUG 2024] | ADDRESS OF OBA: [1309 N WELLS ST APT 603, CHICAGO, IL 60610] | DESCRIPTION OF YOUR DUTIES: [LANDLORD] 3. ASSISTANT TO ERIC GERSTEIN POSITION: [ASSISTANT] | NATURE: [OFFICE WORK] | COMPENSATION TYPE: [1099] | INVESTMENT RELATED: YES | NUMBER OF HOURS: [20] | SECURITIES TRADING HOURS: [20] | START DATE: [APR 2025] | ADDRESS OF OBA: [97 MARIAN CT WARWICK, NY] | DESCRIPTION OF YOUR DUTIES: [ASSISTANT, SECRETARY]

Exams

• S66 Uniform Combined State Law Examination
  2025-12-13