Edwin Alicea

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

• 08/2022 → 11/2024
  Voyage Retirement Solutions
  Altamonte Springs, FL
• 05/2021 → 09/2022
  Insight Construction And Management
  Sanford, FL
• 03/2017 → 05/2021
  Interamerica Stage Inc.
  Sanford, FL
• 08/2015 → 01/2017
  Dragon Financial Services
  Altamonte Springs, FL
• 01/2024 → Present
  Gwn Securites, Inc.
  Palm Beach Gardens, FL

Other Businesses

1-- VOYAGE RETIREMENT SOLUTIONS POSITION: Wealth Manager NATURE: DBA/Financial Services/Insurance/recruiter. COMPENSATION TYPE: Commission/salary. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 7/01/2024 ADDRESS: 220 E. Central Parkway Suite 1000, Altamonte Springs, FL 32701 United States DESCRIPTION: DBA; Life Insurance sales to customers; and Financial Services. Also still working for this company as a Processor / Field Trainer 2-- AEL CAPITAL MANAGEMENT, LLC POSITION: CEO/Owner NATURE: Insurance COMPENSATION TYPE: Commission. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2024 ADDRESS: 11 Monroe Ave. Debary, FL 32713 United States DESCRIPTION: Holding account for insurance income paid from Voyage Retirement Solutions; This LLC was established purely for tax purposes.

Exams

• S66 Uniform Combined State Law Examination
  2025-06-13