GMAG | News

GMAG was once again named to the FT 300 Top Registered Investment Advisors (RIAs). The FT reached out to the largest RIAs in the U.S. with a minimum of $300 million in assets. Qualified RIAs filled out an application and were scored on several factors, including assets under management (AUM), AUM...

GMAG’s Frank Marzano spends some time with Dante Ferrarie of Guggenheim Securities at the Milken Institute Global Conference in Beverly Hills, where international leaders delve into issues such as economic opportunity, gender equality, medical research, cybersecurity, tech regulation, and healthca...

Danielle Siano attended The Women & Worth Summit in NYC that gathered like-minded women to discuss their successes and paths they have chosen to make their life more meaningful.  Women face complex choices as they scale in business and leadership while also seeking ways to make a positive impact. ...

Frank Marzano attended the Pershing Elite Advisory Summit in Florida the week of March 11th. This summit is an invitation-only event hosted by BNY Mellon’s Pershing Advisor Solutions and brings together preeminent executives from Pershing’s top advisory clients....

We are proud to announce that Frank Marzano and GM Advisory Group have been recognized as a 2019 Forbes Best-In-State Wealth Advisor. We continuously strive to be relevant and resourceful. We are so grateful to be recognized, but even more grateful to be able to work with families like yo...

Charles Scarallo, one of GMAG’s private wealth advisors, recently attended the second annual Forbes/SHOOK Top Advisor Summit in Las Vegas, Nevada. This important conference gathers advisors and other industry leaders who are focused on client impact, providing high-level financial insight and disc...

Frank Balas, GMAG’s manager of research and investment strategy, recently sat on a panel at The New York RIA Summit to discuss investment strategy, global trends and best practices in compliance, and technology.   The Summit provided six in-depth discussion panels and keynote presentation...

Charles Scarallo, one of GMAG’s private wealth advisors, attended the 53rd Annual Heckerling Institute on Estate Planning Conference in Orlando, Florida.   The 53rd Institute offered practical guidance on today’s most important tax and non-tax planning issues, including the planning cha...

...

...

...

...

Frank Marzano merited a spot in each of the annual Barron's Top 1,200 Financial Advisors....

Cara Soviero & Taylor Stathis attended the Barron’s Top Advisory Team Summit in Las Vegas, Nevada.  The invitation-only conference was hosted by Barron’s to promote the best practices and generate new ideas in the wealth management industry....

Our investment team members, Frank Balas and Eric Bernstein, hosted a seminar today at St. Anthony's High School teaching kids the principles of investing. It was an amazing day. The kids were so eager to learn and found this information so valuable....

The Forbes ranking of America’s Top Wealth Advisors rates thousands of wealth advisors on metrics like revenue trends, assets under management, compliance records and industry experience. Frank Marzano was rated by Forbes America’s Top Wealth Advisors as #5 in New York. ...

Charles Scarallo, one of our private wealth advisors, attended the 52nd Annual Heckerling Institute on Estate Planning Conference in Orlando, Florida....

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...

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...

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.  ...

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......

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....

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......