Stacey Ann Hammerle
Investment adviser representative at Gwn Securities Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.8BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Market timing
Experience
10 years in the industry.
- Gwn Securities, Inc.Oct 2021 to now
- Kovack Securities, Inc.Jul 2020 to Oct 2021
- Nylife Securities LLCFeb 2017 to Jul 2020
- New York Life Insurance CompanyOct 2016 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
Gwn Securities Inc.
$4.8BAssets managed
37,793Clients
444Advisers
22 yearsIn 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
- 6722131
- Firm CRD
- 128929