Eric Bernstein
Gestore di Portafoglio-Azioni presso GM Advisory Group, Inc.
Relazioni attive
| Nome | Sesso | Età | Società collegate | Collaborazione |
|---|---|---|---|---|
| Frank Patrick Marzano | M | - |
GM Advisory Group, Inc.
 GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program. | 20 anni |
| Frank J. Lavrigata | M | - |
GM Advisory Group, Inc.
GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program. | 16 anni |
| Frank Balas | M | - |
GM Advisory Group, Inc.
GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program. | 9 anni |
| Chris Castellano | M | - |
GM Advisory Group, Inc.
GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program. | 12 anni |
| Charles D. Scarallo | M | - |
GM Advisory Group, Inc.
GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program. | 8 anni |
Grafico relazionale
Relazione in diverse aziende
Relazioni precedenti
| Nome | Sesso | Età | Società collegate | Collaborazione |
|---|---|---|---|---|
| Matthew Eric Peterson | M | 56 |
GM Advisory Group, Inc.
GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program. | - |
| Stephen Vincent Raneri | M | - |
GM Advisory Group, Inc.
GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program. | 3 anni |
| Eddie K. Szeto | M | - |
GM Advisory Group, Inc.
GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program. | - |
Statistiche
| Paese | Relazioni | % del totale |
|---|---|---|
| Stati Uniti | 8 | 100.00% |
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