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Ryan Stanley Gwinn

NEWTON ONE INVESTMENTS LLC·NEWARK, Delaware
SIE, Series 7, Series 66Clean record12 years registeredNEWTON ONE INVESTMENTS LLC
131 CONTINENTAL DRIVE, NEWARK, DE 19713-0000CRD# 6001931Firm CRD# 147048

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ryan Stanley Gwinn · NEWARK, DE
Registration
CRD #6001931 · NEWTON ONE INVESTMENTS LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

Nov 2013present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · November 28, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NEWTON ONE INVESTMENTS LLC
CRD 147048 · SEC 801-69525
AUM
$346M
Regulatory assets under management
Employees
6
450 client accounts
Services offered by NEWTON ONE INVESTMENTS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Ryan Stanley Gwinn offer?
Ryan Stanley Gwinn specializes in Financial Planning, Investment Management. Contact their office in NEWARK, Delaware for a consultation.
What are Ryan Stanley Gwinn's credentials?
Ryan Stanley Gwinn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan Stanley Gwinn located?
Ryan Stanley Gwinn is based in NEWARK, Delaware, working with NEWTON ONE INVESTMENTS LLC. Their office serves clients in the NEWARK metropolitan area and surrounding communities.
How does Ryan Stanley Gwinn charge for services?
Ryan Stanley Gwinn's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWTON ONE INVESTMENTS LLC?
NEWTON ONE INVESTMENTS LLC has approximately 6 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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