Gm Advisory Group, LLC

Gm Advisory Group, LLC (CRD# 147592) is a financial advisory firm headquartered in Melville, NY. They manage $2,514,704,958 in 1,938 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,515
    MILLION
  • Total Number of Accounts
    1,938
    ACCOUNTS
  • Average Account Value
    $1,297,577
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, MA, NC, NJ, NY, PA, SC, TX, VA

Financial Advisors at Gm Advisory Group, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Brian S. McAuliffe
CRD#: 1341889
400 Broadhollow Road, Suite 301, Melville, NY 11747

Brian McAuliffe (CRD# 1341889) is an Investment Advisor Representative working at Gm Advisory Group, LLC in Melville, NY and has over 39 years of experience in the finance industry.

2
Francis R. Balas
CRD#: 5771855
400 Broadhollow Road, Suite 301, Melville, NY 11747

Francis Balas (CRD# 5771855) is an Investment Advisor Representative working at Gm Advisory Group, LLC in Melville, NY and has 1 year of experience in the finance industry.

3
Eric S. Bernstein
CRD#: 7301589
400 Broadhollow Road, Suite 301, Melville, NY 11747

Eric Bernstein (CRD# 7301589) is an Investment Advisor Representative working at Gm Advisory Group, LLC in Melville, NY and has 1 year of experience in the finance industry.

4
Michael Bueti
CRD#: 7620454
400 Broadhollow Road, Suite 301, Melville, NY 11747

Michael Bueti (CRD# 7620454) is an Investment Advisor Representative working at Gm Advisory Group, LLC in Melville, NY and has 1 year of experience in the finance industry.

5
Christopher D. Castellano
CRD#: 5594670
400 Broadhollow Road, Suite 301, Melville, NY 11747

Christopher Castellano (CRD# 5594670) is an Investment Advisor Representative working at Gm Advisory Group, LLC in Melville, NY and has 1 year of experience in the finance industry.

6
Frank J. Lavrigata
CRD#: 5154105
400 Broadhollow Road, Suite 301, Melville, NY 11747

Frank Lavrigata (CRD# 5154105) is an Investment Advisor Representative working at Gm Advisory Group, LLC in Melville, NY and has 1 year of experience in the finance industry.

7
Frank P. Marzano
CRD#: 3045864
400 Broadhollow Road, Suite 301, Melville, NY 11747

Frank Marzano (CRD# 3045864) is an Investment Advisor Representative working at Gm Advisory Group, LLC in Melville, NY and has over 25 years of experience in the finance industry.

8
Charles D. Scarallo
CRD#: 7420754
400 Broadhollow Road, Suite 301, Melville, NY 11747

Charles Scarallo (CRD# 7420754) is an Investment Advisor Representative working at Gm Advisory Group, LLC in Melville, NY and has 1 year of experience in the finance industry.

9
Taylor Stathis
CRD#: 7813411
400 Broadhollow Road, Suite 301, Melville, NY 11747

Taylor Stathis (CRD# 7813411) is an Investment Advisor Representative working at Gm Advisory Group, LLC in Melville, NY and has 1 year of experience in the finance industry.

10
Rosemary Timoney
CRD#: 4856338
400 Broadhollow Road, Suite 301, Melville, NY 11747

Rosemary Timoney (CRD# 4856338) is an Investment Advisor Representative working at Gm Advisory Group, LLC in Melville, NY and has over 19 years of experience in the finance industry.

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