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Ethan Diego Roberts

GWN Securities Inc.

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About Ethan Diego Roberts

Ethan Diego Roberts is an investment advisor representative with GWN Securities Inc., based in Palm Beach Gardens, Florida. Ethan has a background in finance, holding the Series 7, Series 66, and SIE licenses. Ethan is registered with the state of California as both a broker-dealer and an investment advisor. In addition to working with individual clients, Ethan also works with high net worth individuals, corporations and other businesses. Ethan has been active in the financial industry for a number of years and is committed to providing his clients with personalized advice and guidance.

Firm Information

Ethan Roberts is currently registered with GWN Securities Inc.. GWN Securities Inc., formed in May 1999, is a Florida-based corporation offering a range of investment advisory services to individuals, corporations, and high-net-worth clients. The firm manages over $3 billion in assets, serving over 32,000 clients across the United States. GWN Securities specializes in financial planning, market timing services, and portfolio management for individuals and corporations.
GWN Securities Inc.

11440 NORTH JOG ROAD

PALM BEACH GARDENS, FL 33418-3764

$3.08B

Assets Under Management

88

Total Clients

583

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

In lieu of hourly fee, ia can charge a flat fee

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Ethan Roberts’s Registration & Firm History

FL

01/31/2024 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

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Licenses & Designations

BOTH

Issued 01/30/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/03/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/14/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ethan Diego Roberts.
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