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GYL FINANCIAL SYNERGIES, LLC

WEST HARTFORD, CT · CRD 284758 · IAPD ↗ · focusfinancialpartners.com · 844-248-9998

$6.07BRegulatory AUM
42Advisory reps
69Employees
60Clients
1-10Planning clients
0Private funds
30States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
January 2025 — GYL FINANCIAL SYNERGIES, LLC (WEST HARTFORD, CT) left the SEC roster (was $6.07B RAUM, 42 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
October 2024 — GYL FINANCIAL SYNERGIES, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2024 — GYL FINANCIAL SYNERGIES, LLC grew from 37 to 42 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.