Abbey Gwin
Investment Adviser Representative at Countryside Financial LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Abbey Gwin is an investment adviser representative with Countryside Financial LLC in Williamsville, NY, where they have been registered since 2025. They have worked in the securities industry since 2007 and were previously registered with Blackridge Asset Management, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New York.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Peak Brokerage Services, LLCMay 2016 – no end date reportedJupiter, FL
- Blackridge Asset Management, LLCMay 2016 – no end date reportedWilliamsville, NY
- Countryside Financial LLCJul 2025 – no end date reportedWilliamsville, NY
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Countryside Financial LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- $0 - $750,0001.15%
- $750,001 - $2,000,0000.75%
- $2,000,001 - $5,000,0000.60%
- $5,000,001 - $10,000,0000.50%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Education, guidance, and strategies to help clients achieve their vision of financial success, provided through a private wealth management approach.
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Williamsville, NY
- SEC file number:
- 801-134098
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 26, 2026
View full firm profileOther advisors at Countryside Financial LLC
2 other advisors in the directory
Similar advisors in Williamsville, NY
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Abbey Gwin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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