Colin Philip Shannon
Investment adviser representative at Gwn Securities Inc.
12 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
12 years in the industry.
- Gwn Securities Inc.May 2026 to now
- Central Bucks East Senior High SchoolNov 2024 to now
- MML Investors Services, LLCJun 2025 to Mar 2026
- Massmutual Life Insurance CoMay 2025 to Mar 2026
- Equitable Advisors, LLCJan 2025 to Apr 2025
- UnemployedApr 2024 to Oct 2024
- North Penn Senior High SchoolNov 2023 to Mar 2024
- Kbk Law GroupJun 2023 to Oct 2023
- American University Athletics DepartmentOct 2022 to Apr 2023
- Brittany Pointe EstatesMar 2020 to Aug 2020
- Renewal By AndersonMay 2019 to Jul 2019
- Colorado Security AgencyJul 2018 to Oct 2018
- American UniversityAug 2017 to May 2023
- North Penn Senior High SchoolAug 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 8030518
- Firm CRD
- 128929