Stephen J Thuilot

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

• 09/2009 → 04/2024
  Mill Creek Agency, Inc
  Stony Brook, NY
• 04/2024 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Other Businesses

1-- HUTTO DEAN & ASSOCIATES POSITION: Registered representative NATURE: DBA/Financial Services. COMPENSATION TYPE: Commission. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 50 START DATE: 4/19/2024 ADDRESS: 770 The City Drives Orange, CA, United States 92868 DESCRIPTION: DBA for Securities Business 2-- LIFE & HEALTH INSURANCE POSITION: Agent. NATURE: Insurance. COMPENSATION TYPE: Commission. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 9/1/2009 ADDRESS: 129 A Main Street Stony Brook, NY, United States 11790 DESCRIPTION: Procure home, auto, business insurance with various insurance carriers.

Exams

• S66 Uniform Combined State Law Examination
  2024-06-22
• S63 Uniform Securities Agent State Law Examination
  1995-02-18

Other Names

• Stephen James Thuilot