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Frank J Lavrigata

GM ADVISORY GROUP, INC.·MELVILLE, New York
Clean recordGM ADVISORY GROUP, INC.
400 BROADHOLLOW ROAD, MELVILLE, NY 11747CRD# 5154105Firm CRD# 147592

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Frank J Lavrigata · MELVILLE, NY
Registration
CRD #5154105 · GM ADVISORY GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Frank J Lavrigata is a registered financial advisor based in MELVILLE, New York, affiliated with GM ADVISORY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
GM ADVISORY GROUP, LLC
GM ADVISORY GROUP, LLC
AUM
$3.0B
Regulatory assets under management
Employees
42
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: WRAP FEE
Regulatory
SEC/IARD CRD# 5154105
Firm CRD# 147592
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Frank J Lavrigata offer?
Frank J Lavrigata specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MELVILLE, New York for a consultation.
What are Frank J Lavrigata's credentials?
Frank J Lavrigata is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frank J Lavrigata located?
Frank J Lavrigata is based in MELVILLE, New York, working with GM ADVISORY GROUP, INC.. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.
How does Frank J Lavrigata charge for services?
Frank J Lavrigata'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, INC.?
GM ADVISORY GROUP, INC. 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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