Abbey Gwin
Investment adviser representative at Countryside Financial LLC
10 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$73.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Countryside Financial LLCJul 2025 to now
- Blackridge Asset Management, LLCMay 2016 to now
- Peak Brokerage Services, LLCMay 2016 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NY).
Countryside Financial LLC
$73.2MAssets managed
248Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5396991
- Firm CRD
- 337489