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Theodore Dalton Marrinan

GYL Financial Synergies, LLC

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About Theodore Dalton Marrinan

Theodore Dalton Marrinan is an Investment Advisor Representative at GYL Financial Synergies, LLC. Theodore holds a Series 65 license and is registered in Connecticut and Texas. Theodore has a strong track record in providing investment advice and portfolio management services to clients. Theodore is passionate about helping individuals and families achieve their financial goals and has a deep understanding of the investment landscape. Theodore specializes in providing comprehensive financial planning, portfolio management, and insurance solutions to meet the needs of individual and institutional clients. Theodore's commitment to client satisfaction and personalized service has earned them a reputation for excellence in the financial services industry.

Firm Information

Theodore Marrinan 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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Theodore Marrinan’s Registration & Firm History

CT

03/18/2023 - Present

GYL Financial Synergies, LLC (WEST HARTFORD CT)

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Licenses & Designations

IA

Issued 03/17/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Theodore Dalton Marrinan.
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