Ekaterini Roberts, financial advisor West Hartford CT

Ekaterini Roberts

CRD Number: 5048897
Current Firm: Gyl Financial Synergies, LLC

Ekaterini Roberts (CRD# 5048897) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in West Hartford, CT and has over 17 years of experience in the finance industry. Ekaterini Roberts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advice And Planning Services
Professional Designations
Company Name Location Dates Years
Gyl Financial Synergies, LLC West Hartford, CT Oct 2017 - Current 6
Hooker & Holcombe Investment Advisors, Inc. West Hartford, CT Jan 2015 - Oct 2017 2
Mid Atlantic Capital Corporation West Hartford, CT Jul 2011 - Oct 2017 6
Hooker & Holcombe Retirement Services, Inc. West Hartford, CT Jun 2011 - Dec 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2007
Contact Info for Ekaterini Roberts
Phone Number: 844-248-9998
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    5,753
    MILLIONS
  • Total Number of Accounts
    5,913
    ACCOUNTS
  • Average Account Value
    $972,913
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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