Unclaimed Profile

Claire Foster Mcdonald

GYL FINANCIAL SYNERGIES, LLC·WEST HARTFORD, Connecticut

Clean recordGYL FINANCIAL SYNERGIES, LLC

75 ISHAM ROAD, WEST HARTFORD, CT 06107CRD# 2182817Firm CRD# 284758

Profile Verification

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

Identity

Claire Foster Mcdonald · WEST HARTFORD, CT

Registration

CRD #2182817 · GYL FINANCIAL SYNERGIES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Claire Foster Mcdonald is a registered financial advisor based in WEST HARTFORD, Connecticut, affiliated with GYL FINANCIAL SYNERGIES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

GYL FINANCIAL SYNERGIES, LLC

AUM

$6.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GYL FINANCIAL SYNERGIES, LLC →

Services

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2182817

Firm CRD# 284758

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Claire Foster Mcdonald offer?

Claire Foster Mcdonald specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Claire Foster Mcdonald's credentials?

Claire Foster Mcdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Claire Foster Mcdonald located?

Claire Foster Mcdonald 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 Claire Foster Mcdonald charge for services?

Claire Foster Mcdonald'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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