Unclaimed Profile

Rachel Maryn Gelb

GYL FINANCIAL SYNERGIES, LLC·WEST HARTFORD, Connecticut

Clean recordGYL FINANCIAL SYNERGIES, LLC

75 ISHAM ROAD, WEST HARTFORD, CT 06107CRD# 6080173Firm CRD# 284758

Profile Verification

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

Identity

Rachel Maryn Gelb · WEST HARTFORD, CT

Registration

CRD #6080173 · GYL FINANCIAL SYNERGIES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rachel Maryn Gelb 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

Speak with Rachel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Rachel is the right fit? Take our 2-minute quiz →

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# 6080173

Firm CRD# 284758

View on FINRA BrokerCheck →

Looking for a financial advisor in WEST HARTFORD?

Browse all registered financial advisors in WEST HARTFORD, Connecticut or claim this profile if it's yours.

Browse WEST HARTFORD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Rachel Maryn Gelb offer?

Rachel Maryn Gelb specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Rachel Maryn Gelb's credentials?

Rachel Maryn Gelb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rachel Maryn Gelb located?

Rachel Maryn Gelb 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 Rachel Maryn Gelb charge for services?

Rachel Maryn Gelb'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →