Morgan Stanley
47yrs
Top advisor by experience in Palm Beach Gardens
30yrs
Kevin Conroy
Financial advisor at GWN Securities
Kevin Conroy is a fiduciary financial advisor in Palm Beach Gardens, Florida, with 30 years in the industry. Kevin joined GWN Securities in 2021, a firm offering financial planning, investment management, and selecting outside investment managers. GWN Securities reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1308 advisors with offices in Palm Beach Gardens, and one of 1187 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 16% by experience in Florida
Office11440 North Jog Road, Palm Beach Gardens, FL 33418
FirmGWN Securities
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$125,430
Advisors at the firm446
States licensed ?1 state
Services through GWN Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersMarket timing
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowGWN Securities Inc.Current firm
Contact Kevin
(561) 472-2700GWN Securities main office 11440 North Jog RoadPalm Beach Gardens, FL 33418Office · Get directions Facebook pageGWN Securities
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Questions to ask Kevin
Tailored to Kevin’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kevin
How do I contact Kevin?
Call GWN Securities at (561) 472-2700 and ask for Kevin Conroy. Kevin works from the Palm Beach Gardens, FL office.
How long has Kevin been a financial advisor?
Kevin has been in the industry since 1996, about 30 years. Top 16% by experience in Florida.
What licenses does Kevin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kevin a fiduciary?
Kevin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kevin paid?
GWN Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Kevin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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