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Gary Sancilio

AFFINITY BST ADVISORS, LLC·ALBANY, New York
SIE, Series 6, Series 7, Series 7TO, Series 24, Series 63Clean record16 years registeredAFFINITY BST ADVISORS, LLC
4 TOWER PLACE, ALBANY, NY 12203CRD# 1585241Firm CRD# 283819

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gary Sancilio · ALBANY, NY
Registration
CRD #1585241 · AFFINITY BST ADVISORS, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

THE AFFINITY GROUP, LLC
May 2021 – present
MML INVESTORS SERVICES, LLC
Aug 2009 – May 2021
LATHAM, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 7TO
Series 24
Series 63
Registration record
First registered · August 24, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE AFFINITY GROUP, LLC
CRD 283819 · SEC 801-107966
AUM
$157K
Regulatory assets under management
Employees
5
7 client accounts
Services offered by THE AFFINITY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE AFFINITY GROUP, LLC →
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05

Frequently Asked Questions

What services does Gary Sancilio offer?
Gary Sancilio specializes in Financial Planning, Investment Management. Contact their office in ALBANY, New York for a consultation.
What are Gary Sancilio's credentials?
Gary Sancilio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Sancilio located?
Gary Sancilio is based in ALBANY, New York, working with AFFINITY BST ADVISORS, LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.
How does Gary Sancilio charge for services?
Gary Sancilio's firm is compensated through percentage of aum, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AFFINITY BST ADVISORS, LLC?
AFFINITY BST ADVISORS, LLC has approximately 5 employees and manages $157K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AFFINITY BST ADVISORS, LLC

Lissa Maria Mcnaughton
ALBANY, NY
Nicholas Steven Preddice
ALBANY, NY
Robert Allen Canterbury
LATHAM, NY

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