Peter Carmen Derosa

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

• 02/1984 → Present
  Jost Financial Management Corp.
  Warren, NJ
• 11/2014 → Present
  Gwn Securities Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2002-02-27 → 2016-12-31
  Jost Financial Management Corp.
  Green Brook, NJ
• 2014-01-31 → 2014-12-10
  Ic Advisory Services, Inc.
  Warren, NJ
  Bedminster, NJ
• 2002-06-17 → 2013-12-31
  Cetera Wealth Services, Llc
  Edison, NJ
  Green Brook, NJ
  Green Brook, NJ

Other Businesses

1.JOST FINANCIAL MANAGEMENT CORP. INACTIVE RIA FIRM.OWNER. DEVOTE 1 TO 20% PER MONTH.OWN OVER 60% STOCK. ESTABLISHED 1984. 2.INDEPENDENT FIXED INSURANCE BUSINESS. AGENT WITH ONLY FIXED CARRIERS. DEVOTE 1 TO 20% PER MONTH. EARN 1 TO 20% ANNUALLY FROM COMMISSIONS FROM INSURANCE SALES. MIDLAND NATIONAL LIFE INSURANCE COMPANY POSITION: Producer NATURE: Insurance Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 12/15/2015 ADDRESS: 4350 Westown PKY, West Des Moines IA 50266 DESCRIPTION: Sales and service oriented MADISON BROKERAGE POSITION: Producer NATURE: Life insurance, long-term care insurance and non-variable annuity platforms. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2015 ADDRESS: 65 Madison ave, #200, Morristown NJ 07960 DESCRIPTION: To use Madison as one brokerage option that can help me find appropriate fits for clients regarding annuities (non-variable), life insurance and-or long-term care insurance. RENTAL PROPERTY POSITION: Owner NATURE: Rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/11/2014 ADDRESS: 1600 Broadway, New York NY 10019 DESCRIPTION: Help with online advertising, responding to rental inquiries and help facilitating the rental process. CRUMP LIFE INSURANCE POSITION: Producer NATURE: Life insurance and long-term care insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 02/11/2014 ADDRESS: 105 Eisenhower Pkwy, Roseland NJ 07068 DESCRIPTION: Finding the right producsts for a clients needs, getting their coverage in-force and servicing as needed.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-02-02

Designations

• Certified Financial Planner

Other Names

• Peter C Derosa
• Peter G Derosa