Glenn Mitchel Gordon

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

• 07/2004 → Present
  Gwn Securities Inc.
  Palm Beach Gardens, FL

Other Businesses

CARDONE, GORDON & ASSOCIATES, INC, FINANCIAL PLANNING; INSURANCE; REGISTERED INVESTMENT ADVISER. INSURANCE BUSINESS POSITION: LIFE INSURANCE AGENT NATURE: SELLING LIFE INSURANCE POLICIES, LONG TERM CARE AND FIXED ANNUITIES INVESTMENT RELATED: YES HOURS: 12 INVESTMENT RELATED HOURS: 1 START DATE: 10/01/2003 ADDRESS: 153 MAIN ST, SAYVILLE NY 11782 DESCRIPTION: ANALYZING INSURANCE NEEDS AND MAKING APPROPIATE RECCOMENDATIONS INSURANCE BUSINESS POSITION: INSURANCE AGENT NATURE: LIFE INSURANCE AND SUPPLEMENTAL INSURANCE INVESTMENT RELATED: NO HOURS: 5 INVESTMENT RELATED HOURS: 1 START DATE: 10/01/2002 ADDRESS: 1300 VETERANS MEM HGWY, SUITE 210, HAUPPAUGE NY 11788 DESCRIPTION: ANALYZING AND RECOMMENDING APPROPIATE INSURANCR PRODUCTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-18
• S63 Uniform Securities Agent State Law Examination
  1985-04-01

Other Names

• Glenn Mitchell Gordon