G-Squared Advisory LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Mamaroneck, New York
CRD number
152968
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

G-Squared Advisory LLC is a New York–registered limited liability company owned by an individual principal. The firm positions itself as a fee-for-service advisory practice focused on financial planning and client education; its listed fee arrangements are hourly and fixed fees rather than asset-based billing. Services explicitly include comprehensive financial planning and the delivery of seminars or workshops, suggesting an emphasis on advice and education rather than large-scale discretionary asset management. The firm does not identify itself as an active ESG investor and is not structured as a multi-state adviser. The firm’s organizational footprint and business model indicate a consultative, client-facing practice that likely serves individuals or small groups through planned engagements and educational programming rather than acting as a pooled-capital manager.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Cynthia Golub

    Cynthia Golub

    Founding PrincipalCRD 717263

  • Laurie Girsky

    Laurie Girsky

    Founding PrincipalCRD 1311426

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Mamaroneck, NY

Westchester

Location

Mamaroneck, NY

Headquartered in Mamaroneck, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Westchester
Address
180 E Prospect Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth