ZG
Zachary Gildenberg
GWN SECURITIES
BORDENTOWN, NJ 08505
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CRD#: 6592485
ZG
Professional summary
Zachary Gildenberg, CFP® is a registered financial advisor currently at GWN SECURITIES INC. located in Bordentown, New Jersey.
Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Zachary has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
GROUP BENEFITS BROKER (AMWINS BROKERAGE) POSITION: Broker NATURE: group benefits broker INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 09/20/2016 ADDRESS: 208 Stephen Way Hillsborough Twp, NJ 08844 DESCRIPTION: Broker for business group benefits through AMWins. Work with businesses on starting new health and benefit plans, or making sure their current coverage is the best/ most affordable plan for employees. Helping HR enrolling new employees, and working with them to fix issues with enrollments. Lines of business include Health, LTD, STD, Group Life, Dental and Vision. PROPERTY AND CASUALTY INSURANCE POSITION: Broker NATURE: Provide clients with adequate levels of coverage to fit their personal needs while working to provide them with better cash flow. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 09/20/2016 ADDRESS: 1305 Campus Parkway, Wall TWP NJ 07753, United States DESCRIPTION: Gather clients declaration pages and send them to a brokerage firm to quote. If quote is a good fit brokerage firm takes it from there through the end of sale and services the client. LIFE/DISABILITY INSURANCE POSITION: broker NATURE: To meet clients insurance needs with the ability to use multiple companiesto make sure the client gets the best policy for them. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 07/02/2020 ADDRESS: 65 Madison Ave, #200, Morristown, NJ 07960, United States DESCRIPTION: I work with clients to help determine their insurance needs as it relates to their individual situation. Shop out to Madison to find best company and policy for that client. Strategic Wealth Resource Group POSITION: Financial Professional NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 07/01/2020 ADDRESS: 1028 US Highway 206 S., Unit 2, Bordentown, 08505, United States DESCRIPTION: Securities DBA
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Gildenberg's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Zachary Gildenberg's 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®
Experience
Current
July 6, 2020 - Present
GWN SECURITIES INC.
Office #1: 1028 Us Highway 206 S Unit 2, Bordentown, NJ 08505RIA
BD
CRD#: 128929
BORDENTOWN, NJ
Current
July 1, 2020 - Present
GWN SECURITIES INC.
Office #1: 1028 Us Highway 206 S Unit 2, Bordentown, NJ 08505RIA
BD
CRD#: 128929
BORDENTOWN, NJ
Past
March 25, 2017 - July 2, 2020
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
PRINCETON, NJ
Past
March 25, 2017 - July 2, 2020
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
PRINCETON, NJ
Past
February 17, 2017 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
PRINCETON, NJ
Past
March 1, 2016 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
PRINCETON, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GS
GWN SECURITIES INC.
GLOBAL WORLD NETWORK SECURITIES | GWN SECURITIES INC. | GLOBAL WORLD NETWORK SECURITIES INC.
CRD#: 128929 / SEC#: 801-62547, 8-66185
RIA
Registered Investment Advisory firm - SEC (1/2/2004 Approved)Wyoming
Registered Investment Advisory firm - SEC (6/30/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
District of Columbia(8/29/2025)
RR
Florida(8/4/2023)
RR
Maine(7/1/2020)
RR
Maryland(7/1/2020)
RR
New Jersey(7/1/2020)
IAR
New Jersey(7/6/2020)
RR
New York(7/1/2020)
RR
Ohio(7/1/2020)
RR
Pennsylvania(7/1/2020)
RR
South Carolina(3/27/2025)
RR
Texas(11/12/2024)
RR
Vermont(7/1/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GS
GWN SECURITIES INC.
GLOBAL WORLD NETWORK SECURITIES | GWN SECURITIES INC. | GLOBAL WORLD NETWORK SECURITIES INC.
CRD#: 128929 / SEC#: 801-62547, 8-66185
RIA
Registered Investment Advisory firm - SEC (1/2/2004 Approved)Wyoming
Registered Investment Advisory firm - SEC (6/30/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764
Mailing Address
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764
Phone number
(561) 472-2700
Established
Florida since 05/12/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
744
SEC notice filing (52 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WORLD INVESTMENT NETWORK | OWNER | |
| BORNHEIMER, LAURA JEANETTE | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/ROSFP | 1769643 |
| CORBIN, BRAD JEFFREY | SENIOR VICE PRESIDENT OF BUSINESS DEVELOPMENT AND MARKETING | 1754065 |
| RITTMAN, BARRY RICHARD | CFO FINOP VP | 1997994 |
| WALSH, DENIS STEPHEN | CEO/EXEC DIRECTOR/ MUNICIPAL PRINCIPAL, PRESIDENT | 1124278 |
| WALSH, MARY THERESE | SECRETARY | 2829444 |
Regulatory assets under management
| Total Number of Accounts | 64,207 |
| AUM (Assets Under Management) | $ 3,650,274,405 |
Disclosures
| Regulatory Event | 2 |
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.
