Lutz, FL Office

Team
Updated today

Client AUM

$4,736,613,823

Clients

37,763

Advisors

2

Of 446 advisors across 213 offices

Location

Lutz FL

Advisors at this office

2

Advisors at this office

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Steven S

Series 63, Series 65

Lutz, FL

GWN Securities Inc.

Steven Smitten is a financial advisor with GWN Securities Inc. in Lutz, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has served as Managing Director at ABMM Financial since 2015, where he is responsible for recruiting and hiring financial professionals. Outside of advising, he is a notary public and a member of the Loyal Order of Moose. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Jack S

CFP®, Series 63, Series 65

Lutz, FL

GWN Securities Inc.

Jack Sardegna is a Certified Financial Planner (CFP®) with 31 years of industry experience. He has been with GWN Securities Inc. since 2018, following a 19-year tenure at AXA Advisors, LLC. Sardegna also provides clients with life, health, annuity, disability, and long-term care insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of about 423 advisors and manages approximately $3.65 billion across more than 37,000 client accounts, offering a range of managed-account programs that include both traditional and legacy market-timing and momentum-based strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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