Peter Vincent Laurenzo

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

• 06/1985 → Present
  Connecticut Mutual Life Ins Company
  Albany, NY
• 01/2005 → Present
  Gwn Securities
  Palm Beach Gardens, FL

Other Businesses

TAX PREPARATION AND COLLEGE PLANNIG NORTHEAST WEALTH MANAGEMENT, LLC POSITION: PRINCIPAL NATURE: INCOME TAX PREPARATION INVESTMENT RELATED: NO HOURS: 40 INVESTMENT RELATED HOURS: 30 START DATE: 01/01/1992 ADDRESS: 4 EXECUTIVE PARK DRIVE, ALBANY NY 12203 DESCRIPTION: DBA, TAX PREPARATION INSURANCE-ANNUITY POSITION: SOLE PROPRIETOR NATURE: INSURANCE INVESTMENT RELATED: YES HOURS: 40 INVESTMENT RELATED HOURS: 40 START DATE: 02/01/1985 ADDRESS: 4 EXECUTIVE PARK DR, ALBANY NY 12203 DESCRIPTION: INSURANCE, ANNUITY SALES

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-01
• S63 Uniform Securities Agent State Law Examination
  1985-03-02

Designations

• Certified Financial Planner