Shane
Reilly
Gyl Financial Synergies, LLC
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About this Advisor
Shane Reilly is a financial advisor working in West Hartford, Connecticut who has 7 years of industry experience. Reilly is on the advisory team at Gyl Financial Synergies, LLC. During their career, Reilly has held roles at Wells Fargo Advisors LLC, Wells Fargo Advisors Financial Network, LLC and Gyl Financial Synergies, LLC. Reilly holds a Series 66 license, qualifying 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 registered investment business headquartered in West Hartford, CT. The investment advisory business has offices in six locations and a total of 61 people on staff. It oversees $5 billion in assets across its 5,394 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 16 charities and foundations. Of its 5,394 customer accounts, 41% belong to high-net-worth clients who have greater than $1 million in assets. The firm has a diverse set 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 typically depend on which services the firm provides the client. However, fees billed by Gyl Financial Synergies, LLC can consist 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
Shane Reilly Work History
Shane has been registered as a financial advisor for 7 years.*
Gyl Financial Synergies, LLC
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors LLC
*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 Shane Reilly 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
West Hartford, CT
Westport, 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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