CM
Claire Mcdonald
from Gyl Financial Synergies, LLC
Claire Mcdonald is a financial advisor based in Connecticut, West Hartford,
with 31 years of experience. Claire currently works for
Gyl Financial Synergies, LLC.
Claire maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (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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Claire Mcdonald 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 Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
17 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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