Delmy
Lopez Cordero
Gyl Financial Synergies, LLC
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About this Advisor
Delmy Lopez Cordero is a financial advisor based in New York, New York, working with Gyl Financial Synergies, LLC. Delmy has previously held positions at Gyl Financial Synergies, LLC, Financial Partners Capital Management, Farmingville Tax Services Corp, Stony Brook University, and Agulia'S Dental. Delmy has passed the Series 65 regulatory exam and is registered to provide services in Connecticut, New York, and Texas. Currently, Delmy is part of Gyl Financial Synergies, LLC, which operates out of New York, New York. 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
Delmy Lopez Cordero Work History
Gyl Financial Synergies, LLC
Financial Partners Capital Management
Farmingville Tax Services Corp
Stony Brook University
Agulia'S Dental
Disclosures
Please visit the SEC profile of Delmy Lopez Cordero 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
Wayne, PA
West Hartford, CT
Kensington, MD
Richmond, VA
West Hartford, CT
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Winsted, CT
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