GYL Financial Synergies LLC

GYL Financial Synergies LLC, also known as GYL Financial Synergies, LLC, is a Delaware-based limited liability company comprising of 36 employees, 25 of whom serve in advisory positions. It has served 22 clients and its SEC status is currently approved, having been registered since August 1, 2016.

• CLAIRE FOSTER MCDONALD

  SENIOR MANAGING DIRECTOR owns less than 5%

• FOCUS OPERATING, LLC

  MEMBER (MANAGER) owns 75% or more

• GERALD BARRY GOLDBERG

  CHIEF EXECUTIVE OFFICER AND CO-FOUNDER owns less than 5%

• JEAN-PAUL ATALLAH

  CHIEF COMPLIANCE OFFICER owns less than 5%

• JONATHAN STUART YOLLES

  CHIEF INVESTMENT OFFICER AND CO-FOUNDER owns less than 5%

• JOSEPH BERNARD MCBRIDE

  SENIOR VICE PRESIDENT, WEALTH ADVISORY owns less than 5%

• MICHAEL JOSEPH LEPORE

  SENIOR MANAGING DIRECTOR owns less than 5%

• PETER AUGUSTUS KARADIMAS

  SENIOR VICE PRESIDENT, WEALTH ADVISORY owns less than 5%

• FOCUS FINANCIAL PARTNERS INC.

  MEMBER owns 75% or more

• FOCUS FINANCIAL PARTNERS, LLC

  MEMBER owns 75% or more

• YHB Investment Advisors Inc
• Fairview Capital Partners Inc
• Private Capital Group LLC
• Resources Management Corp
• Fairview Constitution Management IV LLC
• BREACHWAY INVESTMENTS, LLC
• Mullaney Keating & Wright Inc
• Penwood Real Estate Investment Management LLC
• Fierston Financial Group Inc
• Northstar Wealth Partners LLC