Gregory
Stanek

Gilman Hill Asset Management, LLC

CRD#2847034
Investment Advisor
in New Canaan, CT

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About this Advisor

Gregory Stanek is a chartered financial analyst working out of New Canaan, Connecticut who has 10 years of relevant experience. Stanek works at Gilman Hill Asset Management, LLC. Their career trajectory has included roles at Gilman Hill Asset Management, LLC and Mitsubishi Ufj Securities (Usa), Inc. Stanek maintains a Series 63 license, certifying them as a securities broker, and is registered to operate in Connecticut. Gilman Hill Asset Management, LLC is a firm that has its headquarters in New Canaan, CT. It manages $623 million in total assets among its 566 customer accounts, making it one of the bigger firms in the nation by assets under management. The firm provides financial advice to seven charitable organizations. Of its 566 client accounts, 80% are held by high-net-worth clients who have at least $1 million in assets available to invest. Gilman Hill Asset Management, LLC has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fee types charged by Gilman Hill Asset Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

199 Elm Street
New Canaan, CT 06840-5321

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Gilman Hill Asset Management, LLC Brokerage Details

Total Assets Under Management

$623,057,227

CT Average: $5,297,377,271
Total Number of Employees

10

CT Average: 35
Total Number of Accounts

566

CT Average: 690
Average Account Size

$1,100,808

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Gregory Stanek Work History

Gregory has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Gilman Hill Asset Management, LLC

2009 - 2013 (4 years)

Mitsubishi Ufj Securities (Usa), Inc

*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 Gregory Stanek 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 Gilman Hill Asset Management, LLC

Gregory Stanek
New Canaan, CT
Jacob Friar
New Canaan, CT
Jenny Harrington
New Canaan, CT
Jonathan Oherron
New Canaan, 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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