Gyl Financial Synergies, LLC
Gyl Financial Synergies, LLC (CRD# 284758) is a financial advisory firm headquartered in West Hartford, CT. They manage $6,069,342,027 in 5,862 accounts and serve the financial needs of clients across 29 states (or territories).
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Total Assets Under Management6,069MILLION
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Total Number of Accounts5,862ACCOUNTS
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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
Gary Herz (CRD# 2108453) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Parsippany, NJ and has over 33 years of experience in the finance industry.
Bruce Hotaling (CRD# 1675606) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Wayne, PA and has over 30 years of experience in the finance industry.
Peter Karadimas (CRD# 6134913) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Westport, CT and has over 10 years of experience in the finance industry.
Michael Lepore (CRD# 3275120) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in West Hartford, CT and has over 24 years of experience in the finance industry.
Karen Lexow (CRD# 4821310) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Westport, CT and has over 19 years of experience in the finance industry.
Brian Marshall (CRD# 2598277) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Westport, CT and has over 26 years of experience in the finance industry.
Joseph McBride (CRD# 3123132) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Westport, CT and has over 25 years of experience in the finance industry.
Claire McDonald (CRD# 2182817) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Kensington, MD and has over 30 years of experience in the finance industry.
Shane Reilly (CRD# 4586248) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in West Hartford, CT and has over 12 years of experience in the finance industry.
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.