Unclaimed Profile

Melissa A Ciotoli

GYL FINANCIAL SYNERGIES, LLC·WEST HARTFORD, Connecticut

SIE, Series 7, Series 66CFPClean record18 years registeredGYL FINANCIAL SYNERGIES, LLC

75 ISHAM ROAD, WEST HARTFORD, CT 06107CRD# 5470880Firm CRD# 284758

Profile Verification

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

Identity

Melissa A Ciotoli · WEST HARTFORD, CT

Registration

CRD #5470880 · GYL FINANCIAL SYNERGIES, LLC · 18 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Nov 2024 – present

GYL FINANCIAL SYNERGIES, LLC

Jan 2019 – Dec 2024

Westport, CT

RESNICK ADVISORS

Mar 2017 – Jan 2019

WESTPORT, CT

MSI FINANCIAL SERVICES, INC.

Oct 2014 – Mar 2017

STAMFORD, CT

PRIVATE ADVISOR GROUP, LLC

Oct 2011 – Nov 2014

WILTON, CT

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Oct 2011

WESTPORT, CT

CITIGROUP GLOBAL MARKETS INC.

Apr 2008 – Jun 2009

WESTPORT, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 14, 2008

Years registered · 18

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 Melissa A Ciotoli offer?

Melissa A Ciotoli specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Melissa A Ciotoli's credentials?

Melissa A Ciotoli holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Melissa A Ciotoli located?

Melissa A Ciotoli 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 Melissa A Ciotoli charge for services?

Melissa A Ciotoli'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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