Christopher Alberti
Financial advisor at Gwn Securities Inc. · Palm Beach Gardens, FL
Last updated 2026-10-10
Claim your profileChristopher Alberti is a financial advisor at Gwn Securities Inc. in Palm Beach Gardens, FL, CRD 5307553. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2012-05-02.
Registration
- CRD number
- 5307553
- Registration status
- Active
- IAPD registration
- 2012-05-02
- Industry Experience
- 14 years
- Work Experience
- 15 years
- States registered
- NJ
Licenses and exams
- Series 63
- Series 65
Work history
- 2011-06 to 2017-03 · Metlife Securities Inc · Somerset, NJ
- 2016-07 to 2018-08 · Massachusetts Mutual Life Insurance Company · Wall Township, NJ
- 2017-03 to 2018-08 · MML Investors Services, LLC · Wall Township, NJ
- 2018-08 to Present · Gwn Securities, Inc. · Palm Beach Gardens, FL
Current employment
- Gwn Securities Inc. · Palm Beach Gardens, FL
Gwn Securities Inc.
- Regulatory AUM
- $4,753,625,856
- Registered advisors
- 449
- Offices
- 303
- Clients per advisor
- 84.2 (Moderate)
- Average AUM per client
- $125.8K (Low)
- High-net-worth client ratio
- 5.9% (Low)
Gwn Securities Inc.: advisors, services and reported ETF investments
About
Christopher Alberti is a financial advisor at Gwn Securities Inc. in Palm Beach Gardens, FL. Reported securities licenses include Series 63 and Series 65. The latest record indicates 14 years of industry experience and 15 years of reported work history. Reported roles include MML Investors Services, LLC, Massachusetts Mutual Life Insurance Company, Metlife Securities Inc.
SEC disclosures list additional business and community activities: Independent Insurance Agent - Disability: Infiniti financial services group, is investment related, dba, financial professional, 08/20/2018,160 hours per month, 160 hours per month during trading hours, commission compensation, securities dba used in conjunction with investment sales.
Gwn Securities Inc.'s firm-level Form ADV reports 449 advisors across 303 offices; approximately 84.2 clients per advisor, average assets per client of $125,781, and regulatory AUM of $4.8B; client categories including Individuals (non-HNW), High net worth individuals, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Market Timing Services.
PortfolioFuture's firm-level 13F analysis covers $336M across 262 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Christopher Alberti personally.
Reported ETF positions
Gwn Securities reports 262 ETF positions worth $336M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $17.3M |
| QQQ — Invesco QQQ Trust, Series 1 | $13.5M |
| SPY — SPDR S&P 500 ETF TRUST | $9.3M |
| BUFB — Innovator Laddered Allocation Buffer ETF | $9.2M |
| ICSH — iShares Ultra Short Duration Bond Active ETF | $8.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Gwn Securities's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $2.3M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $1.1M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $2.6M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | TUSI — Touchstone Ultra Short Income ETF | $2M | Top 98.4% | Replicability (R²) 49.0% · Residual Sharpe 0.29 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Gwn Securities Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Market Timing Services
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Location
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764
449 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 561-472-2700
- Website: gwnsecurities.com
Official record
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