Jeffrey
Mastrianna
Gyl Financial Synergies, LLC
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About this Advisor
Jeffrey Mastrianna is a financial advisor based in Westport, Connecticut, working with Gyl Financial Synergies, LLC. Jeffrey has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, and Gyl Financial Synergies, LLC. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut and Texas. Currently, Jeffrey is part of Gyl Financial Synergies, LLC, which operates out of Westport, Connecticut. The firm has 6 offices and 69 employees. The firm manages assets totaling $6.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Gyl Financial Synergies, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gyl Financial Synergies, LLC Brokerage Details
$6,069,342,027
69
5,862
$1,035,371
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
Jeffrey Mastrianna Work History
Gyl Financial Synergies, LLC
Charles Schwab & Co., Inc
Charles Schwab Bank
Disclosures
Please visit the SEC profile of Jeffrey Mastrianna 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
Kensington, MD
Richmond, VA
West Hartford, CT
West Hartford, CT
West Hartford, CT
West Hartford, CT
West Hartford, CT
Wayne, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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