Wendy
Duncan
Gyl Financial Synergies, LLC
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About this Advisor
Wendy Duncan is a financial advisor based in West Hartford, Connecticut, working with Gyl Financial Synergies, LLC. Wendy has previously held positions at Gyl Financial Synergies, LLC and Wells Fargo Advisors Financial Network, LLC. Wendy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut and Texas. Currently, Wendy is part of Gyl Financial Synergies, LLC, which operates out of West Hartford, 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
Wendy Duncan Work History
Gyl Financial Synergies, LLC
Wells Fargo Advisors Financial Network, LLC
Disclosures
Please visit the SEC profile of Wendy Duncan 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
Wayne, PA
West Hartford, CT
Kensington, MD
West Hartford, CT
West Hartford, CT
Winsted, CT
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