Colton Growney (CRD# 6634162) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Wayne, PA and has over 7 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gyl Financial Synergies, LLC | West Hartford, CT | Apr 2023 - Current | 1 |
| Hotaling Investment Management, LLC | Wayne, PA | Apr 2021 - Apr 2023 | 2 |
| Delaware Life Insurance Company | Waltham, MA | Mar 2019 - Apr 2021 | 2 |
| Brinker Capital | Berwyn, PA | Mar 2016 - Mar 2019 | 3 |
| Brinker Capital | Berwyn, PA | Mar 2014 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- CT
- PA
- TX
-
Total Assets Under Management6,069MILLIONS
-
Total Number of Accounts5,862ACCOUNTS
-
Average Account Value$1,035,371
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MN, MO, MT, NC, NH, NJ, NY, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI
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