Theodore Steven Gerstein
Investment adviser representative at Gwn Securities Inc.
11 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
11 years in the industry.
- Gwn Securities Inc.Apr 2025 to now
- Eric GersteinApr 2025 to now
- Teddy Gerstein LandlordAug 2024 to now
- Teddy Gerstein UmpireJan 2017 to now
- Peralte-clark LLCJun 2022 to Apr 2025
- University of Illinois At Urbana ChampaignAug 2020 to Jun 2022
- DhlJun 2020 to Aug 2020
- Flexo TransparentSep 2019 to Mar 2020
- The Baseball AcademyJun 2019 to Aug 2019
- Nyc Parks and RecreationJun 2017 to Aug 2018
- Suny At BuffaloSep 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8074050
- Firm CRD
- 128929