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Satinder Singh Dhindsa

Investment adviser representative at Gwn Securities Inc.
16 yearsExperience
1 stateRegistered in
$4.8BFirm assets
22 yearsFirm in business

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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

16 years in the industry.

  1. Gwn Securities, Inc.Feb 2024 to now
  2. Bank of America, N.A.Mar 2020 to Feb 2024
  3. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to Feb 2024
  4. Lightstone RentalsJan 2018 to Apr 2018
  5. Omni VideoJan 2010 to Mar 2020

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
7240348
Firm CRD
128929
Advisor's SEC record (opens in a new tab)
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