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
Jonathan Yolles (CRD# 2780503) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Winsted, CT and has over 27 years of experience in the finance industry.
Caroline Aitoro (CRD# 6152094) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Westport, CT and has over 4 years of experience in the finance industry.
Nicole Bailey (CRD# 7237130) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in West Hartford, CT and has over 3 years of experience in the finance industry.
Rosa Cadena (CRD# 6446368) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Westport, CT and has over 9 years of experience in the finance industry.
Jacob Cohen (CRD# 7384821) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in West Hartford, CT and has over 2 years of experience in the finance industry.
Sharni Cutajar (CRD# 7688469) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in West Hartford, CT and has 1 year of experience in the finance industry.
Raphael Feigenbaum (CRD# 6669948) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in West Hartford, CT and has over 2 years of experience in the finance industry.
Caroline Keenan (CRD# 2138438) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in West Hartford, CT and has over 33 years of experience in the finance industry.
Delmy Lopez Cordero (CRD# 6662639) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in New York, NY and has 1 year of experience in the finance industry.
Gregory Lucente (CRD# 6396541) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in West Hartford, CT and has 1 year of experience in the finance industry.