# GYL FINANCIAL SYNERGIES, LLC

GYL FINANCIAL SYNERGIES, LLC of WEST HARTFORD, CT is an SEC-registered investment adviser.

## Registration

- CRD: 284758
- Type: SEC-registered investment adviser
- SEC file number: 801-108230
- Location: 75 ISHAM ROAD, SUITE 310, WEST HARTFORD, CT, 06107
- Phone: 844-248-9998
- Latest filing: 2024-10-11
- Regulatory AUM: $6.1B
- Discretionary AUM: $4.4B
- Non-discretionary AUM: $1.7B
- Clients: 69
- Accounts: 5,862

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| COHEN AARON | MANAGING DIRECTOR AND CO-FOUNDER | — |
| MARSDEN VINCENT JOHN | MANAGING DIRECTOR & SENIOR WEALTH ADVISOR | — |
| GIVENTER CRAIG MITCHELL | MANAGING DIRECTOR OF PORTFOLIO STRATEGIES | — |
| MCBRIDE JOSEPH BERNARD | MANAGING DIRECTOR & SENIOR WEALTH ADVISOR; SENIOR VICE PRESIDENT, WEALTH ADVISORY | — |
| HOTALING BRUCE T | MANAGING DIRECTOR AND CO-FOUNDER | — |
| ATALLAH JEAN-PAUL | CHIEF COMPLIANCE OFFICER | — |
| GOLDBERG GERALD BARRY | CHIEF EXECUTIVE OFFICER AND CO-FOUNDER | — |
| YOLLES JONATHAN STUART | CHIEF INVESTMENT OFFICER AND CO-FOUNDER; PRESIDENT OF PRIVATE CLIENT SERVICES & CO-FOUNDER | — |
| LEPORE MICHAEL JOSEPH | MANAGING DIRECTOR OF INSTITUTIONAL CLIENT SERVICES; MANAGING DIRECTOR OF INSTITUTIONAL CLIENT SERVICES & CCO; SENIOR MANAGING DIRECTOR (+1 more) | — |
| MCDONALD CLAIRE FOSTER | MANAGING DIRECTOR & SENIOR INSTITUTIONAL CONSULTANT; SENIOR MANAGING DIRECTOR | — |
| GREEN MICHAEL LAWRENCE | MANAGING DIRECTOR AND SENIOR WEALTH ADVISOR | — |
| KARADIMAS PETER AUGUSTUS | MANAGING DIRECTOR & SENIOR WEALTH ADVISOR; SENIOR VICE PRESIDENT, WEALTH ADVISORY | — |
| GELB RACHEL MARYN | MANAGING DIRECTOR - CHRO | — |
| CIOTOLI MELISSA A | MANAGING DIRECTOR & SENIOR WEALTH ADVISOR; SENIOR MANAGING DIRECTOR | — |
| BATTEN LEE CHARLES | DIRECTOR OF PERFORMANCE REPORTING | — |
| DELMORE BRENDA YVETTE | DIRECTOR OF CLIENT SERVICES | — |
| REILLY SHANE | DIRECTOR OF INVESTMENT RESEARCH | — |
| DUNCAN WENDY ELIZABETH | DIRECTOR OF CLIENT SERVICES | — |
| BRIER JOSHUA I | COO | — |
| CADENA ROSA DIANA | CHIEF COMPLIANCE OFFICER | — |
| GOLDBERG JOSHUA SAMUEL | MANAGING DIRECTOR AND SENIOR WEALTH ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/284758/brochure
- Similar advisers: https://search.stillhousedata.com/firm/284758/similar
- Related entities: https://search.stillhousedata.com/firm/284758/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/284758

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.