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Gregory John Stanek

GILMAN HILL ASSET MANAGEMENT, LLC·NEW CANAAN, Connecticut
Series 7, Series 63, Series 86, Series 87CFAClean record12 years registeredGILMAN HILL ASSET MANAGEMENT, LLC
220 ELM STREET, NEW CANAAN, CT 06840CRD# 2847034Firm CRD# 143970

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory John Stanek · NEW CANAAN, CT
Registration
CRD #2847034 · GILMAN HILL ASSET MANAGEMENT, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

GILMAN HILL ASSET MANAGEMENT, LLC
Sep 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 86
Series 87
Registration record
First registered · September 5, 2013
Years registered · 12
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GILMAN HILL ASSET MANAGEMENT, LLC
CRD 143970 · SEC 801-67941
AUM
$705M
Regulatory assets under management
Employees
10
594 client accounts
Services offered by GILMAN HILL ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GILMAN HILL ASSET MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Gregory John Stanek offer?
Gregory John Stanek specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEW CANAAN, Connecticut for a consultation.
What are Gregory John Stanek's credentials?
Gregory John Stanek holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Gregory John Stanek located?
Gregory John Stanek is based in NEW CANAAN, Connecticut, working with GILMAN HILL ASSET MANAGEMENT, LLC. Their office serves clients in the NEW CANAAN metropolitan area and surrounding communities.
How does Gregory John Stanek charge for services?
Gregory John Stanek's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GILMAN HILL ASSET MANAGEMENT, LLC?
GILMAN HILL ASSET MANAGEMENT, LLC has approximately 10 employees and manages $705M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GILMAN HILL ASSET MANAGEMENT, LLC

Whitney Merrill
WESTPORT, CT
Jenny Vanleeuwen Harrington
NEW CANAAN, CT

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