Nashville, TN Barton Ave. Office
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Gramercy Park Wealth Advisors, LLC
Supported
Firm-wide stats for Gramercy Park Wealth Advisors, LLC
About
GPWA works with individuals (including high‑net‑worth clients), small businesses, trusts, estates, charities, and retirement plans to provide asset management, financial and business planning, and ERISA plan services. The firm also refers clients to third‑party managers and acts as a liaison for those managers while offering fixed, hourly, or ongoing planning engagements.
The firm’s investment work draws on a mix of fundamental, technical, quantitative, and Modern Portfolio Theory techniques to build client‑specific allocations and periodic reviews, and it documents goals, risk tolerance, and investment objectives for each client. GPWA manages all client accounts on a non‑discretionary basis and may appoint sub‑advisors or recommend third‑party managers, retaining an ongoing monitoring role rather than exercising trading discretion.
GPWA’s structure is distinctive for a supported firm: it is dually registered as a broker‑dealer and an investment adviser, and many investment advisor representatives are also registered representatives and insurance agents, which can create potential conflicts between fee‑based advisory services and commissionable brokerage or insurance products. The firm reports virtually all assets as non‑discretionary, discloses receipt of solicitor fees from third‑party managers, does not take custody of client assets, and does not vote proxies on clients’ behalf, with disclosures and procedures in place to address these arrangements.
Based on Gramercy Park Wealth Advisors, LLC
Expertise
Based on Gramercy Park Wealth Advisors, LLC
Location
2400 Barton Ave.
Nashville TN 37212
Advisors at this office
2
Advisors at this office
Brian C
Series 63, Series 65
Nashville, TN
GPWA, LLC
Brian Cote is a financial advisor at GPWA, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Triad Advisors LLC and Smith WB Financial Group. In addition to his advisory role, he is involved with Endurance Strategies, where he acts as a loan broker providing financing solutions and market intelligence to clients. GPWA serves individuals, small businesses, trusts, estates, charities, and retirement plans by offering asset management, financial and business planning, and ERISA plan services. The firm employs a blend of fundamental, technical, quantitative, and Modern Portfolio Theory approaches to develop client-specific portfolios and manages accounts on a non-discretionary basis, often working with third-party managers.
Dean T
Series 66
Nashville, TN
GPWA, LLC
Dean Toscano is a financial advisor with GPWA, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at GPWA since 2015 and has been affiliated with Mass Mutual since 2012. In addition to his advisory work, Toscano teaches Economics and Personal Finance at Renew Christian Academy in Franklin, TN. GPWA, LLC serves individuals, small businesses, trusts, estates, charities, and retirement plans, providing asset management, financial and business planning, and ERISA plan services. The firm employs a combination of fundamental, technical, quantitative, and Modern Portfolio Theory approaches to develop client-specific allocations and manages accounts on a non-discretionary basis while coordinating with third-party managers.
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