Matthew
Pranaitis

Gyl Financial Synergies, LLC

CRD#7167710
Investment Advisor
in West Hartford, CT

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About this Advisor

Matthew Pranaitis is a financial advisor based in West Hartford, Connecticut, working with Gyl Financial Synergies, LLC. Matthew has previously held positions at Private Capital Group, LLC, Fiduciary Investment Advisors, LLC, Seton Hall University, Cigna, and Gyl Financial Synergies, LLC. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Connecticut, New Jersey, and Texas. Currently, Matthew 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

Series 65, Chartered Financial Analyst

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

75 Isham Road Suite 310
West Hartford, CT 06107

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Gyl Financial Synergies, LLC Brokerage Details

Total Assets Under Management

$6,069,342,027

CT Average: $5,297,377,271
Total Number of Employees

69

CT Average: 35
Total Number of Accounts

5,862

CT Average: 690
Average Account Size

$1,035,371

CT Average: $7,677,358

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

Matthew Pranaitis Work History

2021 - Present (3 years)

Gyl Financial Synergies, LLC

2019 - 2021 (2 years)

Private Capital Group, LLC

2016 - 2019 (3 years)

Fiduciary Investment Advisors, LLC

2015 - 2016 (1 year)

Seton Hall University

2015 - 2015 (< 1 year)

Cigna

2014 - 2014 (< 1 year)

Fiduciary Investment Advisors, LLC

2012 - 2016 (4 years)

Seton Hall University

Disclosures

Please visit the SEC profile of Matthew Pranaitis 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

Sharni Cutajar
West Hartford, CT
Gray Stangler
West Hartford, CT
Gregory Lucente
West Hartford, CT
Jonathan Yolles
Winsted, CT
Michael Lepore
West Hartford, CT
Wendy Duncan
West Hartford, CT
Claire Mcdonald
Kensington, MD
Colton Growney
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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