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Margaret Ann Iamunno

GM ADVISORY GROUP, LLC·MELVILLE, New York
Unclaimed Profile
400 BROADHOLLOW ROAD, MELVILLE, NY 11747CRD# 5252936Firm CRD# 147592
01

About

Margaret Ann Iamunno is a registered financial advisor based in MELVILLE, New York, affiliated with GM ADVISORY GROUP, LLC. 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
03

Firm Overview

Firm
GM ADVISORY GROUP, LLC
GM ADVISORY GROUP, LLC
AUM
$3.0B
Regulatory assets under management
Employees
42
Total firm employees
View all advisors at GM ADVISORY GROUP, LLC →
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# 5252936
Firm CRD# 147592
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Margaret Ann Iamunno offer?
Margaret Ann Iamunno specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MELVILLE, New York for a consultation.
What are Margaret Ann Iamunno's credentials?
Margaret Ann Iamunno is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret Ann Iamunno located?
Margaret Ann Iamunno 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 Margaret Ann Iamunno charge for services?
Margaret Ann Iamunno'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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Other advisors in MELVILLE
Steven John Musmanno — APS WEALTH MANAGEMENT, LLCStephen Abramson — APS WEALTH MANAGEMENT, LLCStephen Vincent Raneri — GM ADVISORY GROUP, INC.Mark M Eisenberg — LANTERN WEALTH ADVISORS, LLCMichael Anthony Lamena — GM ADVISORY GROUP, LLC
Nearby cities in New York
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Research
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