GM ADVISORY GROUP, LLC

MELVILLE, New York·7 registered advisors·CRD# 147592
SEC# 801-694182631-227-3900
01

Firm Overview

AUM
$3.0B
Regulatory assets under management
Employees
42
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
Other: WRAP FEE
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at GM ADVISORY GROUP, LLC

7 registered advisors
Christopher D Castellano
MELVILLE, New York
Eric Matthew Sontag
MELVILLE, New York
Francis R Balas
MELVILLE, New York
Frank J Lavrigata
MELVILLE, New York
Michael Anthony Lamena
MELVILLE, New York
Michael J Del Priore
MELVILLE, New York
Michael Joseph Moriarty
MELVILLE, New York
05

Office Locations

MELVILLE, New York
7 advisors

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Data sourced from SEC Form ADV filings. GM ADVISORY GROUP, LLC (CRD# 147592) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.