Unclaimed Profile

Eric Matthew Sontag

GM ADVISORY GROUP, LLC·MELVILLE, New York

Clean record5 years registeredGM ADVISORY GROUP, LLC

400 BROADHOLLOW ROAD, MELVILLE, NY 11747CRD# 6011088Firm CRD# 147592

Profile Verification

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

Identity

Eric Matthew Sontag · MELVILLE, NY

Registration

CRD #6011088 · GM ADVISORY GROUP, LLC · 5 years registered

Brand Profile

Not yet started

Career History

WEALTHSPIRE ADVISORS

Apr 2021 – present

Registrations & Exams

Registration record

First registered · April 7, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GM ADVISORY GROUP, LLC

CRD 147592 · SEC 801-69418

AUM

$3.0B

Regulatory assets under management

Employees

2,210 client accounts

Services offered by GM ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GM ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Eric Matthew Sontag offer?

Eric Matthew Sontag specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MELVILLE, New York for a consultation.

What are Eric Matthew Sontag's credentials?

Eric Matthew Sontag is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Matthew Sontag located?

Eric Matthew Sontag is based in MELVILLE, New York, working with GM ADVISORY GROUP, LLC. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.

How does Eric Matthew Sontag charge for services?

Eric Matthew Sontag's firm is compensated through percentage of aum, subscription fees, other: wrap fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GM ADVISORY GROUP, LLC?

GM ADVISORY GROUP, LLC has approximately 42 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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