• Cyber Security Update

    Over the last few months, it is likely that each of us knows someone who has been – or have ourselves been – the target of a cyber threat. Attacks such as the WannaCry virus in May, the Equifax breach disclosed in early September, the breach of the SEC’s electronic data gathering system disclo...

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  • GMAG ranks Barron’s Top 100 Advisors 2017

    We are proud to announce that Frank Marzano and GM Advisory Group have been named one of the Top 100 Independent Wealth Advisors for the third straight year by Barron’s Magazine. Barron’s 2017 Top 100 Independent Wealth Advisors ranking reflects the volume of assets overseen by the advi...

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  • GMAG | Good Works: Long Island Adventureland’s Helping Hands Foundation

    Long Island’s Adventureland’s Helping Hands Foundation is the non-profit arm of Adventureland, supporting the Long Island community in increasing awareness about local issues, supporting local initiatives, and providing educational resources for community residents.  ...

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  • GMAG Donates to Harvey Victims

    GMAG | Good Works has made a donation to the J.J. Watt Foundation to aid in the relief efforts in Houston. JJ Watt Foundation help the people of Houston directly by supplying water, food, clothing, cleaning supplies, personal care products, blankets and more. We sincerely wish......

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  • Forbes: Will Gasoline Prices Stay High In The Aftermath Of Harvey?

    Our Chief Investment Officer, Stephen Raneri was quoted in this Forbes article discussing Hurricane Harvey’s impact on energy prices. Click link to read full article....

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  • Frank Marzano spoke on the panel at the Barron’s Top Independent Advisors Summit in Orlando, FL.

    This year, Frank spoke about Team Development: Leveraging Elite Talent to Generate Business Growth. Barron’s rates the top independent wealth advisory firms every year and invites those in the Top 100 to an annual meeting where there are information sessions with experts across a wide......

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  • GM Advisory Group named, yet again, to America’s Top 1200 Financial Advisors in Barron’s Annual Ranking

    GM Advisory Group has been named, yet again, to America’s Top 1200 Financial Advisors in Barron’s Annual Ranking Covering All 50 States. In August 2016, GMAG was also recognized on Barron’s list of the country’s Top 100 Financial Advisors. Frank Marzano has also been asked to speak......

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  • GMAG was recognized on Barron’s country’s Top 100 Independent Financial Advisors

    We are extremely proud to share the news that Frank and GM Advisory Group were recognized on their list of the country’s Top 100 Independent Financial Advisors.   Per Barron’s, their ranking of Top 100 Independents reflects a number of factors, including the quality of......

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  • Christine Annibale attended the 2016 Pershing Insite Conference

    Christine Annibale attended the 2016 Pershing Insite Conference in Orlando, Florida in June. This year’s conference featured many influential speakers such as Colonel Jill Morgenthaler, Retired U.S. Army Colonel, George Blankenship, Former Executive at Telsa Motors, Apple and GAP, Neil Blunmenthal...

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  • GMAG Named to 2016 Financial Times 300 Top Registered Investment Advisers 

    GM Advisory Group is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 16, 2016. The list recognizes top independent RIA firms from across the U.S.   This is the third annual FT 300 list,......

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  • Eric Bernstein attended the 2016 NSCP Spring Compliance Conference

    Eric Bernstein attended the 2016 NSCP Spring Compliance Conference in New York, NY in May.  This conference addressed current compliance issues, risks, and compliance officer liability.  The conference offered tools for managing regulatory and business risks as well as best practices for maintaini...

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  • Frank Marzano and Frank Balas attended the SALT conference

    In May 2016, Frank Marzano and Frank Balas attended the SALT conference to gather industry knowledge around alternative investing and the broader capital markets. The SALT conference is quickly becoming the premier alternative investing conference held annually. The conference is designed to give pa...

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  • Chris Castellano and Rosemary Timoney earned the CFP®

    The CFP® certification is the recognized standard of excellence for personal financial planning. The CFP® designation identifies professionals who have met the high standards of competency and ethics established and enforced by CFP® Board.   Frank completed courses in financial planning, ins...

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  • Chris Castellano and Kathryn Oliver earned the CPA Designation

    A CPA license is the accounting profession’s highest standard of competence and is an indication of mastering the critical elements of accountancy. Chris will continue to participate in continuing professional education as part of the NY State Board of Accountancy’s requirements. Chris’ knowle...

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  • Frank Balas earned the CFA®

    The CFA Program provides a strong foundation of advanced investment analysis and real-world portfolio management skills.  The CFA Program and its charterholders are dedicated to promoting investor protection, championing ethics and market integrity (including fairness, transparency, and structure i...

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  • Frank and GMAG were Recognized in Barron’s as one of the Country’s Top Advisors

    We are very excited and proud to share the news that in this weekend’s issue of Barron’s, Frank and GM Advisory Group were recognized on their list of the country’s Top Advisors for the second consecutive year.   Per Barron’s, the ranking is a state-by-state......

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  • GMAG attended Markets Group’s Private Wealth New York Forum

    GMAG attended Markets Group’s Private Wealth New York Forum in November 2015, where he participated in a panel discussion on the use of alternative investments across the wealth management industry. This year’s Private Wealth New York Forum featured speakers with expertise in asset allocation, r...

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