Unclaimed Profile

Peter Augustus Karadimas

GYL FINANCIAL SYNERGIES, LLC·WEST HARTFORD, Connecticut

SIE, Series 7, Series 66Clean record12 years registeredGYL FINANCIAL SYNERGIES, LLC

75 ISHAM ROAD, WEST HARTFORD, CT 06107CRD# 6134913Firm CRD# 284758

Profile Verification

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

Identity

Peter Augustus Karadimas · WEST HARTFORD, CT

Registration

CRD #6134913 · GYL FINANCIAL SYNERGIES, LLC · 12 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 2016 – Jan 2019

WESTPORT, CT

NEUBERGER BERMAN LLC

Aug 2013 – Mar 2016

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 19, 2013

Years registered · 12

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 Peter Augustus Karadimas offer?

Peter Augustus Karadimas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Peter Augustus Karadimas's credentials?

Peter Augustus Karadimas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Augustus Karadimas located?

Peter Augustus Karadimas 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 Peter Augustus Karadimas charge for services?

Peter Augustus Karadimas'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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