Adviser and broker representative · Gwn Securities Inc.
Fran M. Wolfson-Keegan
CRD 2026094 · West Nyack, NY
At a glance
Fran M. Wolfson-Keegan is an investment adviser representative with Gwn Securities Inc. in West Nyack, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Fran’s SEC record dates to 2021, about 5 years ago. Fran is also registered as a broker representative.
Current advisory firm
- Gwn Securities Inc.Since March 2021West Nyack, NY · $4.8B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Fran’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.