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Caroline Elizabeth Aitoro

GYL Financial Synergies, LLC

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About Caroline Elizabeth Aitoro

Caroline Elizabeth Aitoro is an investment advisor representative at GYL Financial Synergies, LLC. Caroline has been in the industry since 2013 and has experience with a variety of financial products and services. Caroline is registered with the state of Connecticut and Texas. She holds the Series 66, Series 7TO, and SIE exams. GYL Financial Synergies, LLC is a registered investment advisor that specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. The firm also provides other services, including credit and cash management solutions and insurance solutions.

Firm Information

Caroline Aitoro is currently registered with GYL Financial Synergies, LLC. GYL Financial Synergies, LLC is an investment advisor registered with the SEC and based in West Hartford, CT. The firm offers a range of services, including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and credit and cash management solutions. GYL Financial Synergies serves a variety of clients, including individuals, high-net-worth individuals, corporations, state and municipal government entities, charitable organizations, and pension and profit sharing plans. The firm manages over $6 billion in assets.
GYL Financial Synergies, LLC

75 ISHAM ROAD

WEST HARTFORD, CT 06107

$6.07B

Assets Under Management

60

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions and insurance solutions

Credit and cash management solutions and insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Caroline Aitoro’s Registration & Firm History

CT

12/07/2020 - Present

GYL Financial Synergies, LLC (Westport CT)

CT

04/29/2019 - 12/06/2019

MORGAN STANLEY (GREENWICH CT)

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Licenses & Designations

BOTH

Issued 06/25/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/29/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/10/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Caroline Elizabeth Aitoro.
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