Adam J Skot

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
• 2011-01-11 → 2013-10-08
  Equitable Advisors, Llc
  Woodbridge, NJ
  Edison, NJ
  Woodbridge, NJ

Other Businesses

1)Madison Brokerage, 65 Madison Ave, MOrristown, NJ 07960 Selling life insurance. paid by commission. 2)RENTAL PROPERTY: DBA NAME: SKOT TOFIGL LLC; INVESTMENT RELATED: NO; ADDRESS: 4 SINCLAIR RD., EDISON, NJ 08820; NATURE OF OBA: RENTAL PROPERTY OWNER; POSITION: OWNER/PARTNER; START DATE: 2010; HOURS/MONTH: LESS THAN 40; HOURS/MONTH DURING TRADING: LESS THAN 40; DESCRIBE DUTIES: OWNER. LIFE, HEALTH, AND ANNUITIES POSITION: Consultanti NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/31/2017 ADDRESS: 669 River drive Center 2, suite 305, Elmwood Park NJ 07407, United States DESCRIPTION: selling health insurance. paid by comission GUIDELINE FINANCIAL STRATEGIES POSITION: wealth advisor NATURE: Wealth management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 10/05/2016 ADDRESS: 517 Route 1 south, suite 4100, Iselin NJ 08830, United States DESCRIPTION: Wealth management. Helping clientis achieve financial goals. SKOT TOFIGH LLC/ RESIDENTIAL RENTAL PROPERTYIES POSITION: Member/owner NATURE: Real Estate Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/02/2012 ADDRESS: 4 gooding ct, edison NJ 08820, United States DESCRIPTION: Residential rental income.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-20

Other Names

• Adam J Skot
• Adam Skot