Abbey Gwin

COUNTRYSIDE FINANCIAL LLC

WILLIAMSVILLE, NY 14221

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CRD#: 5396991

Professional summary

Abbey Gwin, CFP®, ChFC®, who also goes by Abbey Kneepel, Abbey Kneeppel, is a registered financial advisor currently at COUNTRYSIDE FINANCIAL LLC located in Williamsville, New York.

Abbey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Abbey has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Abbey Kneepel | Abbey Kneeppel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) Insurance (Life) Licensed Agent. 12 hours per month spent on activity. 12 hours per month spent during trading hours. 2.) Business entity: Countryside Financial; Business Activity: DBA; Address: Williamsville, NY; Duties of position: Owner; Start Date: 05/2016; Approx. # of hours per month spent on activity: 160; Approx. # of hours spent during trading hours 3) Business Entity: Countryside Financial; Business Activity: RIA; Address: Williamsville, NY; Duties of position: Owner; Title: Owner; Start Date: 06/2025; Number of hours during normal trading hours per month: 160; Number of hours outside of trading hours per month: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abbey Gwin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

ChFC^®

Chartered Financial Consultant

Experience

Current

August 5, 2025 - Present

COUNTRYSIDE FINANCIAL LLC

Office #1: 8600 Main Street, Williamsville, NY 14221

RIA

CRD#: 337489

WILLIAMSVILLE, NY

Past

February 26, 2018 - September 2, 2025

BLACKRIDGE ASSET MANAGEMENT, LLC

RIA

CRD#: 277085

JUPITER, FL

Past

May 31, 2016 - September 2, 2025

PEAK BROKERAGE SERVICES, LLC

CRD#: 157045

Williamsville, NY

Past

August 13, 2007 - June 1, 2016

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

WILLIAMSVILLE, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(8/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/13/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/24/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/3/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/11/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COUNTRYSIDE FINANCIAL LLC

COUNTRYSIDE FINANCIAL LLC | COUNTRYSIDE GROUP LLC

CRD#: 337489 / SEC#: 801-134098

RIA

Registered Investment Advisory firm - (8/5/2025 120-Day Approval)

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Contact information

Main Address

8600 Main Street, Williamsville, NY 14221

Mailing Address

Phone number

(716) 256-1330

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COUNTRYSIDE FINANCIAL LLC ADV BROCHURE (10/9/2025)

Regulatory assets under management

Total Number of Accounts	455
AUM (Assets Under Management)	$ 62,693,793

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Abbey Gwin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abbey Gwin's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACKRIDGE ASSET MANAGEMENT, LLC

PEAK BROKERAGE SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/13/2017

Series 63

Date: 8/24/2007

SIE

Date: 10/1/2018

Series 7

Date: 2/3/2014

Series 6

Date: 8/11/2007

Current Firm

COUNTRYSIDE FINANCIAL LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COUNTRYSIDE FINANCIAL LLC

TRUST BUT VERIFY

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