Warwick, NY Office

Theodore Gerstein is a financial advisor with GWN Securities Inc., holding a Series 66 designation and one year of industry experience. Prior to joining GWN Securities, he worked at Peralte-Clark LLC and has served as a baseball umpire since 2017. His other business activities include assisting with office work at GWN Securities. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, financial planning, and third-party manager introductions. The firm employs a range of sub-advisers and model-based allocations, offering discretionary portfolio management with a focus on both traditional and tactical market-timing strategies.

Eric Gerstein is a financial advisor with GWN Securities Inc., holding a Series 63 designation and 40 years of industry experience. He has been with GWN Securities since 2012. Outside of his advisory role, he co-owns a real estate investment venture with his son focused on residential properties in the Chicago area. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals 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 advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.