Amanda Lewsey
Investment adviser representative at Gwn Securities Inc.
14 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
14 years in the industry.
- Gwn Securities Inc.Jan 2025 to now
- Northeast Wealth ManagementJan 2025 to now
- Unified BeerworksSep 2024 to now
- Druthers Brewing Co.May 2024 to Nov 2024
- Village Garage DistilleryFeb 2022 to Apr 2024
- Southwestern Vermont Medical CenterDec 2020 to Nov 2022
- Man of Kent TavernApr 2017 to Jan 2022
- Jbm Sherman CarmelAug 2015 to Apr 2018
- Hoosick Falls Country ClubApr 2014 to Jan 2017
- New 2 You ConsignmentSep 2012 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8036053
- Firm CRD
- 128929