GAR WOOD SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
32
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 registered with the SEC since 2006. The ownership is listed as individual, and the firm is classified in the record as "unclassified," indicating it does not sit neatly in standard public-facing adviser categories within the dataset. The record also flags that GAR Wood Securities does not operate as a capital allocator, is not an active ESG investor, and is not identified as a pension consultant or related adviser. The firm has not provided detail in the dataset about its fee model, client segments, specific advisory activities, or business lines. The public profile therefore contains only high-level regulatory and structural items rather than firm-level investment philosophy or product descriptions.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • ROBERT JERSEY

    Chief Executive Officer & PresidentCRD 1592359

  • SHERRY GOUWENS

    Senior Vice President, Chief Administrative OfficerCRD 4458617

  • DENNIS GERECKE

    Chief Executive OfficerCRD 1856554

Contacts

3 of 29
  • ROBERT SABEV

    AnalystCRD 7509453

  • PATRICIA POKUTA

    Operations AssociateCRD 1544888

  • ADRIAN WENDT

    Associated PersonCRD 3199864

Unlock 26 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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