Unclaimed Profile

Michael Anthony Lamena

GM ADVISORY GROUP, LLC·MELVILLE, New York

SIE, Series 7, Series 7TO, Series 9, Series 10, Series 63, Series 99TOClean recordGM ADVISORY GROUP, LLC

400 BROADHOLLOW ROAD, MELVILLE, NY 11747CRD# 2797064Firm CRD# 147592

Profile Verification

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

Identity

Michael Anthony Lamena · MELVILLE, NY

Registration

CRD #2797064 · GM ADVISORY GROUP, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 9

Series 10

Series 63

Series 99TO

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 Michael Anthony Lamena offer?

Michael Anthony Lamena specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MELVILLE, New York for a consultation.

What are Michael Anthony Lamena's credentials?

Michael Anthony Lamena is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Anthony Lamena located?

Michael Anthony Lamena 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 Michael Anthony Lamena charge for services?

Michael Anthony Lamena'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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