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).

Current Firm Details
75 Isham Road, Suite 310, West Hartford, CT 06107
https://focusfinancialpartners.com
By the Numbers
  • Total Assets Under Management
    6,069
    MILLION
  • Total Number of Accounts
    5,862
    ACCOUNTS
  • Average Account Value
    $1,035,371
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Gyl Financial Synergies, LLC
Showing 31 - 36 of 36 top financial advisors.
31
Theodore Marrinan, financial advisor West Hartford CT
Theodore D. Marrinan
CRD#: 7704598
75 Isham Road, Suite 310, West Hartford, CT 06107

Theodore Marrinan (CRD# 7704598) 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.

32
Matthew Pranaitis, financial advisor West Hartford CT
Matthew R. Pranaitis
CRD#: 7167710
75 Isham Road, Suite 310, West Hartford, CT 06107

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.

33
Jean Rosenbaum, financial advisor West Hartford CT
Jean M. Rosenbaum
CRD#: 7729101
75 Isham Road, Suite 310, West Hartford, CT 06107

Jean Rosenbaum (CRD# 7729101) 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.

34
Gray Stangler, financial advisor West Hartford CT
Gray Stangler
CRD#: 6392762
75 Isham Road, Suite 310, West Hartford, CT 06107

Gray Stangler (CRD# 6392762) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in West Hartford, CT and has over 8 years of experience in the finance industry.

35
Steven Ulbrich, financial advisor Westport CT
Steven Ulbrich
CRD#: 2478102
55 Post Road W, Suite 300, Westport, CT 06880

Steven Ulbrich (CRD# 2478102) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Westport, CT and has over 3 years of experience in the finance industry.

36
Jennie Wilber, financial advisor West Hartford CT
Jennie M. Wilber
CRD#: 7806301
75 Isham Road, Suite 310, West Hartford, CT 06107

Jennie Wilber (CRD# 7806301) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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