PS
Piotr A. Skladzinski
GWN SECURITIES
Latham, NY 12110
Some features on this profile are disabled
CRD#: 707155
PS
Professional summary
Piotr Andrzej Skladzinski is a registered financial advisor currently at GWN SECURITIES INC. located in Latham, New York.
Piotr is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1980. Piotr has worked at 4 firms and has passed the Series 6TO, SIE and Series 1 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.
INSURANCE BROKER,(LIFE, HEALTH, LONG TERM CARE) WITH NATIONAL LONG TERM CARE BROKERS OF 11EXECUTIVE PARK DRIVE, CLIFTON PARK, NEW YORK. THE BUSINESS IS NOT INVESTMENT RELATED, IT FACILITATES ME IN PROVIDING MY CLIENTS WITH INSURANCE AND INSURANCE RELATED PRODUCTS. MY TIME DEVOTED TO IT,( INCLUDING SERVICING CLIENTS,UPDATING EDUCATION-TRAINING, PRODUCT KNOWLEDGE ETC) RANGES FROM 10 TO 20 HOURS PER MONTH. MY RELATIONSHIP WITH THIS ORGANIZATION DATES BACK TO MID 80-ES. INFINEX POSITION: insurance agent NATURE: life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1985 ADDRESS: 125Wolf Road, 2 Norwood St, Albany NY 12205, United States DESCRIPTION: service on existing clients , some new sales of life insurance and long term care Albany Group, Is Investment Related, DBA, Financial Professional, 2005-01-03,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales. RENTAL PROPERTY Is Investment Related, office space rental, owner, 2023-04-01, 2 hours per month, 0 hours per month during trading hours, Other Compensation, rental income from office space
CRS (Client Relationship Summary) - RIA
Click below to view Piotr Andrzej Skladzinski's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Piotr Andrzej Skladzinski'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
March 31, 2021 - Present
GWN SECURITIES INC.
Office #1: 755 Troy-schenectady Road, Latham, NY 12110RIA
BD
CRD#: 128929
Latham, NY
Current
January 3, 2005 - Present
GWN SECURITIES INC.
Office #1: 755 Troy-schenectady Road, Latham, NY 12110RIA
BD
CRD#: 128929
Latham, NY
Past
November 23, 1998 - December 31, 2004
PMG SECURITIES CORPORATION
BD
CRD#: 27107
ELGIN, IL
Past
October 20, 1980 - November 6, 1998
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Past
April 22, 1980 - November 6, 1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
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
Colorado(9/7/2023)
RR
New York(1/14/2005)
IAR
New York(3/31/2021)
Exams
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 4/15/1980
Registered Representative ExaminationSRO 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.
