Unclaimed Profile

Bruce T Hotaling

GYL FINANCIAL SYNERGIES, LLC·WEST HARTFORD, Connecticut

SIE, Series 7, Series 63, Series 65Clean record19 years registeredGYL FINANCIAL SYNERGIES, LLC

75 ISHAM ROAD, WEST HARTFORD, CT 06107CRD# 1675606Firm CRD# 284758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bruce T Hotaling · WEST HARTFORD, CT

Registration

CRD #1675606 · GYL FINANCIAL SYNERGIES, LLC · 19 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Nov 2024 – present

GYL FINANCIAL SYNERGIES, LLC

Apr 2023 – Dec 2024

Wayne, PA

HOTALING INVESTMENT MANAGEMENT, LLC

Jan 2013 – Apr 2023

WAYNE, PA

RAYMOND JAMES & ASSOCIATES, INC.

Jan 2009 – Nov 2012

WAYNE, PA

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Jan 2009

WAYNE, PA

MORGAN STANLEY

Sep 2006 – Apr 2007

WAYNE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · September 22, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GYL FINANCIAL SYNERGIES, LLC

CRD 284758 · SEC 801-108230

AUM

$6.1B

Regulatory assets under management

Employees

5,862 client accounts

Services offered by GYL FINANCIAL SYNERGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GYL FINANCIAL SYNERGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Bruce T Hotaling offer?

Bruce T Hotaling specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Bruce T Hotaling's credentials?

Bruce T Hotaling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bruce T Hotaling located?

Bruce T Hotaling is based in WEST HARTFORD, Connecticut, working with GYL FINANCIAL SYNERGIES, LLC. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.

How does Bruce T Hotaling charge for services?

Bruce T Hotaling's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GYL FINANCIAL SYNERGIES, LLC?

GYL FINANCIAL SYNERGIES, LLC has approximately 69 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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