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GM ADVISORY GROUP, LLC
GM ADVISORY GROUP, LLC
MELVILLE, New York
·
7 registered advisors
·
CRD# 147592
SEC# 801-69418
2
631-227-3900
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 Planning
Investment Management
Wealth Management
04
Advisors at GM ADVISORY GROUP, LLC
7 registered advisors
Christopher D Castellano
MELVILLE, New York
CRD# 5594670
Eric Matthew Sontag
MELVILLE, New York
CRD# 6011088
Francis R Balas
MELVILLE, New York
CRD# 5771855
Frank J Lavrigata
MELVILLE, New York
CRD# 5154105
Michael Anthony Lamena
MELVILLE, New York
CRD# 2797064
Michael J Del Priore
MELVILLE, New York
CRD# 6221161
Michael Joseph Moriarty
MELVILLE, New York
CRD# 4223156
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
.