Brenda
Delmore
Gyl Financial Synergies, LLC
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About this Advisor
Brenda Delmore is a financial advisor who works out of Westport, Connecticut with 4 years of relevant experience. Delmore currently works for Gyl Financial Synergies, LLC. Throughout their career, they have worked at Junior Achievement, Resnick Investment Advisors, LLC and Gyl Financial Synergies, LLC. Delmore holds Series 63, Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Connecticut and Texas. Gyl Financial Synergies, LLC is a financial advisory business based out of West Hartford, CT. The company has offices in six locations and a total of 61 financial advisors. It has $5 billion in assets under management among its 5,394 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 16 charities and foundations. Of its 5,394 client accounts, 41% are held by high-net-worth individuals who have more than $1 million in investable assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advice are based on the type of services provided. However, fees charged by Gyl Financial Synergies, LLC likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gyl Financial Synergies, LLC Brokerage Details
$5,288,932,924
61
5,394
$980,521
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Brenda Delmore Work History
Brenda has been registered as a financial advisor for 4 years.*
Gyl Financial Synergies, LLC
Resnick Investment Advisors, LLC
Junior Achievement
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brenda Delmore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gyl Financial Synergies, LLC
West Hartford, CT
West Hartford, CT
West Hartford, CT
Westport, CT
West Hartford, CT
West Hartford, CT
West Hartford, CT
West Hartford, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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