Richard Cadena Email

Chief Compliance Officer . GYL Financial Synergies

West Hartford, CT

Location

Current Roles

Employees:
74
Revenue:
$14M
About
GYL Financial Synergies is an independent, fiduciary, Registered Investment Advisory firm founded on one guiding principle: our clients’ interests come first. As a team, we spent 18 years custom tailoring solutions for individuals, families and institutions at Wells Fargo Advisors and its predecessors — before launching Goldberg, Yolles & Lepore LLC (now known as GYL Financial Synergies) in 2014. Entrepreneurs at heart, we have continued to evolve by moving to a new, independent structure that enables us to better serve the needs and interests of our clientele by offering them access to a wider universe of investment vehicles, more innovative solutions, more value-added services and more personalized attention in an open and transparent environment. As part of this evolution, we’ve joined the Focus Financial Partners network, a leading partnership of independent, fiduciary wealth management firms. With the backing of Focus, we’ve deepened our bench strength and gained unprecedented access to resources, expertise, research services and technology providers so that we can find and deliver the best solutions for our clients.
GYL Financial Synergies Address
65 Memorial Drive
West Hartford, CT
United States
GYL Financial Synergies Email

Past Companies

GYL Financial SynergiesChief Compliance Officer
GYL Financial SynergiesSr. Compliance Analyst
GYL Financial SynergiesOperations & Compliance Liaison

#1 Startup Dataset

Growth rates, revenue data, direct competitors and contact details.