Matthew Pranaitis (CRD# 7167710) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in West Hartford, CT and has over 4 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gyl Financial Synergies, LLC | West Hartford, CT | Nov 2021 - Current | 2 |
| Private Capital Group, LLC | West Hartford, CT | Apr 2019 - Nov 2021 | 2 |
| Fiduciary Investment Advisors, LLC | Windsor, CT | Jun 2016 - Apr 2019 | 2 |
| Seton Hall University | South Orange, NJ | Jan 2015 - May 2016 | 1 |
| Seton Hall University | South Orange, NJ | Sep 2012 - May 2016 | 3 |
| Cigna | Bloomfield, CT | May 2015 - Aug 2015 | < 1 |
| Fiduciary Investment Advisors, LLC | Windsor, CT | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- CT
- NJ
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.