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Gary Elliot Martinelli

MARTINELLI DISCENZA INVESTMENT COUNSEL, INC.·LONGMEADOW, Massachusetts
Unclaimed Profile
138 LONGMEADOW STREET, LONGMEADOW, MA 01106CRD# 4753417Firm CRD# 129266
01

About

Gary Elliot Martinelli is a registered financial advisor based in LONGMEADOW, Massachusetts, affiliated with MARTINELLI DISCENZA INVESTMENT COUNSEL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MARTINELLI DISCENZA INVESTMENT COUNSEL, INC.
MARTINELLI DISCENZA INVESTMENT COUNSEL, INC.
AUM
$39M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MARTINELLI DISCENZA INVESTMENT COUNSEL, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4753417
Firm CRD# 129266
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gary Elliot Martinelli offer?
Gary Elliot Martinelli specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LONGMEADOW, Massachusetts for a consultation.
What are Gary Elliot Martinelli's credentials?
Gary Elliot Martinelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Elliot Martinelli located?
Gary Elliot Martinelli is based in LONGMEADOW, Massachusetts, working with MARTINELLI DISCENZA INVESTMENT COUNSEL, INC.. Their office serves clients in the LONGMEADOW metropolitan area and surrounding communities.
How does Gary Elliot Martinelli charge for services?
Gary Elliot Martinelli's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARTINELLI DISCENZA INVESTMENT COUNSEL, INC.?
MARTINELLI DISCENZA INVESTMENT COUNSEL, INC. has approximately 1 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LONGMEADOW
Brian Kimball Case — CMC INVESTMENT MANAGEMENT LLCJohn Michael Discenza — MARTINELLI DISCENZA INVESTMENT COUNSEL, INC.Brian Delroy Deal — BRADWAY FINANCIAL, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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