Alan
Lerner Guenun
Gyl Financial Synergies, LLC
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About this Advisor
Alan Lerner Guenun is a financial advisor operating out of Miami, Florida. Lerner Guenun is an employee of Gyl Financial Synergies, LLC. During their career, the advisor has held roles at Financial Partners Capital Management, LLC, Ourcrowd, Credit Suisse, Jpmorgan Suisse, University Of Bath, New York University and Gyl Financial Synergies, LLC. Lerner Guenun maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Connecticut and Texas. Gyl Financial Synergies, LLC is a registered investment firm headquartered in West Hartford, CT. The firm has offices in six locations and a total of 61 financial advisors. It has $5 billion in total assets across its 5,394 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 16 charitable organizations. Of its 5,394 customer accounts, 41% are associated with high-net-worth individuals who have at least $1 million in assets. Gyl Financial Synergies, LLC performs a broad assortment 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 charged by financial advisors usually are based on which services are offered. Fee types billed by Gyl Financial Synergies, LLC most likely are comprised 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
Alan Lerner Guenun Work History
Alan has been registered as a financial advisor for 0 years.*
Gyl Financial Synergies, LLC
Financial Partners Capital Management, LLC
Ourcrowd
New York University
Credit Suisse
Jpmorgan Suisse
University Of Bath
*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 Alan Lerner Guenun 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
Westport, CT
West Hartford, CT
West Hartford, CT
West Hartford, CT
West Hartford, CT
Westport, 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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