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Shane Reilly

GYL Financial Synergies, LLC

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About Shane Reilly

Shane Reilly is an investment advisor representative associated with GYL Financial Synergies, LLC. Shane has over 12 years of experience in the financial services industry. Shane Reilly is currently registered to provide investment advice in Connecticut and Texas.

Firm Information

Shane Reilly 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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Shane Reilly’s Registration & Firm History

CT

11/01/2016 - Present

GYL Financial Synergies, LLC (WEST HARTFORD CT)

CT

06/20/2014 - 08/02/2016

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WEST HARTFORD CT)

CT

12/22/2008 - 06/20/2014

WELLS FARGO ADVISORS, LLC (WEST HARTFORD CT)

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Licenses & Designations

BOTH

Issued 05/16/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/02/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shane Reilly.
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