Unclaimed Profile

Joshua Samuel Goldberg

GYL FINANCIAL SYNERGIES, LLC·WEST HARTFORD, Connecticut

SIE, Series 7, Series 66CFPClean record8 years registeredGYL FINANCIAL SYNERGIES, LLC

75 ISHAM ROAD, WEST HARTFORD, CT 06107CRD# 6221406Firm CRD# 284758

Profile Verification

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

Identity

Joshua Samuel Goldberg · WEST HARTFORD, CT

Registration

CRD #6221406 · GYL FINANCIAL SYNERGIES, LLC · 8 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Nov 2024 – present

GYL FINANCIAL SYNERGIES, LLC

Sep 2018 – Dec 2024

Westport, CT

AXA ADVISORS, LLC

Nov 2017 – Aug 2018

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 17, 2017

Years registered · 8

Professional designation · CFP

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 Joshua Samuel Goldberg offer?

Joshua Samuel Goldberg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Joshua Samuel Goldberg's credentials?

Joshua Samuel Goldberg holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joshua Samuel Goldberg located?

Joshua Samuel Goldberg 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 Joshua Samuel Goldberg charge for services?

Joshua Samuel Goldberg'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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