MM
Matthew T. Monahan
GWN SECURITIES
Basking Ridge, NJ
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CRD#: 6881557
MM
Professional summary
Matthew Tyler Monahan, who also goes by Matt Monahan, is a registered financial advisor currently at GWN SECURITIES INC. located in Basking Ridge, New Jersey.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Matthew has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Monahan
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.
FINAL EXPENSE PLAN POSITION: Producer NATURE: Solution what I already do with clients and will compliment what I do with clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/15/2020 ADDRESS: PO Box 1191, Madison WI 53701-1191, United States DESCRIPTION: Help clients provide liquid money in their estates to pay for funeral and other estate related expenses while assets from their estate are being settled. TURNING POINTE FINANCIAL POSITION: Agent/Registered rep NATURE: DBA/Finanial Services/Insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/29/2019 ADDRESS: PO Box 228, Liberty Corner, NJ 07938 United States DESCRIPTION: Financial Services/Insurance Sales SCHOOL HOUSE PLAZA PROPERTIES, LCC Is Not Investment Related, Rent Residential Real Estate, Owner, 2022-01-01, 1 hours per month, 0 hours per month during trading hours, Other Compensation, Purchased & Rented Unit 204 for 1/1/2022 which is owned in my wife Kristina and my name. We own 100% of this unit. DESCRIPTION: Purchased & Rented Unit 201 for 8/10/2023 which is owned by School House Plaza Properties LLC in which I own 50% of the company with a non-client friend. Purchasing & will be Renting Unit 202 on 12/1/2023 which we are planning to purchase with School House Plaza Properties LLC in whcih I own 50% of the company with a non-client friend. GOLDEN CITY PROPERTIES, LLC Is Not Investment Related, ADDRESS: 45 Cliffside Trail, , Denville, NJ, 07834, United States POSITION: Residential Real Estate, Owner, START DATE: 6/1/2024 NUMBER OF HOURS: 5 hours per month, SECURITIES TRADING HOURS: 0 hours per month during trading hours, DESCRIPTION: Buy, sell and rent residential real estate with an LLC. Compensation will be from profits from renting and selling real estate properties."
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Tyler Monahan's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Matthew Tyler Monahan'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®
NoneExperience
Current
July 30, 2019 - Present
GWN SECURITIES INC.
RIA
BD
CRD#: 128929
Basking Ridge, NJ
Current
January 28, 2019 - Present
GWN SECURITIES INC.
RIA
BD
CRD#: 128929
Basking Ridge, NJ
Past
July 27, 2018 - January 31, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MORRISTOWN, 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
Florida(9/26/2025)
RR
Missouri(8/11/2023)
RR
New Jersey(1/28/2019)
IAR
New Jersey(7/30/2019)
RR
New York(1/29/2019)
RR
North Carolina(1/28/2019)
RR
Pennsylvania(2/1/2019)
RR
Virginia(9/26/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/19/2021
General Securities Representative ExaminationGeneral 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.
