GAR Wood Securities, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
33
Avg account
$0

Firm details

Headquarters
Naperville, Illinois
CRD number
138033
Registered since
February 16, 2006

Firm profile

FINTRX

Overview

GAR Wood Securities, LLC is organized as a limited liability company and has been SEC-registered since 2006. The firm is individually owned and is classified in the source data as "unclassified," which indicates it doesn't sit cleanly in common adviser categories. The profile indicates the firm does not position itself as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multistate adviser, pension consultant, newly formed adviser, or related adviser. The dataset does not include detail on advisory or business activities, fee structure, or client segments, so there is limited public information about the firm's service model or target client types.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Robert Jersey

    Robert Jersey

    Chief Executive Officer & PresidentCRD 1592359

  • Sherry Gouwens

    Senior Vice President, Chief Administrative OfficerCRD 4458617

  • Dennis Gerecke

    Dennis Gerecke

    Chief Executive OfficerCRD 1856554

Contacts

3 of 30
  • Robert Sabev

    Robert Sabev

    AnalystCRD 7509453

  • Patricia Pokuta

    Patricia Pokuta

    Operations AssociateCRD 1544888

  • Adrian Wendt

    Associated PersonCRD 3199864

Unlock 27 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Naperville, IL

Du Page

Location

Naperville, IL

Headquartered in Naperville, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Du Page
Address
1250 E Diehl Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth