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Mario John Monteiro

GWN SECURITIES INC.·PALM BEACH GARDENS, Florida
Series 28Series 99SIE
Unclaimed Profile
11440 NORTH JOG ROAD, PALM BEACH GARDENS, FL 33418-3764CRD# 2082350Firm CRD# 128929
01

About

Mario John Monteiro is a registered financial advisor based in PALM BEACH GARDENS, Florida, affiliated with GWN SECURITIES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GWN SECURITIES INC.
GWN SECURITIES INC.
AUM
$3.1B
Regulatory assets under management
Employees
755
Total firm employees
View all advisors at GWN SECURITIES INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other advisory services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: IN LIEU OF HOURLY FEE, IA CAN CHARGE A FLAT FEE
Regulatory
SEC/IARD CRD# 2082350
Firm CRD# 128929
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mario John Monteiro offer?
Mario John Monteiro specializes in Financial Planning, Investment Management. Contact their office in PALM BEACH GARDENS, Florida for a consultation.
What are Mario John Monteiro's credentials?
Mario John Monteiro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mario John Monteiro located?
Mario John Monteiro is based in PALM BEACH GARDENS, Florida, working with GWN SECURITIES INC.. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.
How does Mario John Monteiro charge for services?
Mario John Monteiro's firm is compensated through percentage of aum, hourly charges, subscription fees, other: in lieu of hourly fee, ia can charge a flat fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GWN SECURITIES INC.?
GWN SECURITIES INC. has approximately 755 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PALM BEACH GARDENS
David James Abitz — CONVERGENCE INVESTMENT PARTNERS, LLCPeter David Cummings — COMMUNITY REINVESTMENT ADVISORS, INC.Darlene G Franze — TULLIS HEALTH INVESTORS OF FLORIDA LLCBarry Richard Rittman — GWN SECURITIES INC.David Sean Rich — GLADSTONE INSTITUTIONAL ADVISORY LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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