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Gwynanne M Bissonette

CURTIS & BISSONETTE INC·LAKE PLACID, New York
SIE, Series 7, Series 24, Series 63CFPClean record5 years registeredCURTIS & BISSONETTE INC
1992 SARANAC AVENUE - SUITE 2, CRESTVIEW PLAZA, LAKE PLACID, NY 12946CRD# 2432142Firm CRD# 105136

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gwynanne M Bissonette · LAKE PLACID, NY
Registration
CRD #2432142 · CURTIS & BISSONETTE INC · 5 years registered
Brand Profile
Not yet started
01

Career History

CETERA INVESTMENT ADVISERS LLC
Sep 2024 – present
CETERA WEALTH SERVICES, LLC
Sep 2024 – present
CURTIS & BISSONETTE INC
May 2021 – Dec 2024
Lake Placid, NY
CADARET GRANT & CO INC
May 2021 – Sep 2024
LAKE PLACID, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · May 4, 2021
Years registered · 5
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CURTIS & BISSONETTE INC
CRD 105136 · SEC 801-31670
AUM
$47M
Regulatory assets under management
Employees
3
67 client accounts
Services offered by CURTIS & BISSONETTE INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CURTIS & BISSONETTE INC →
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05

Frequently Asked Questions

What services does Gwynanne M Bissonette offer?
Gwynanne M Bissonette specializes in Financial Planning, Investment Management. Contact their office in LAKE PLACID, New York for a consultation.
What are Gwynanne M Bissonette's credentials?
Gwynanne M Bissonette holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Gwynanne M Bissonette located?
Gwynanne M Bissonette is based in LAKE PLACID, New York, working with CURTIS & BISSONETTE INC. Their office serves clients in the LAKE PLACID metropolitan area and surrounding communities.
How does Gwynanne M Bissonette charge for services?
Gwynanne M Bissonette's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CURTIS & BISSONETTE INC?
CURTIS & BISSONETTE INC has approximately 3 employees and manages $47M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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