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Alan Lerner guenun
from Gyl Financial Synergies, LLC
Alan Lerner guenun is a financial advisor based in Connecticut, West Hartford,
with 12 years of experience. Alan currently works for
Gyl Financial Synergies, LLC.
Alan maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Alan Lerner guenun works at Gyl Financial Synergies, LLC
Gyl Financial Synergies, LLC is a financial advisory firm based in West Hartford, Connecticut. It currently has approximately $4,040,785,921 of assets under management and employs about 67 people. Gyl Financial Synergies, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
75 Isham Road, Suite 310, West Hartford, Connecticut, 6107
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