Laurie Girsky
LG
CFP
Laurie Girsky
LG
CFP

Laurie Girsky

13 Years of Experience
Mamaroneck, NY

Laurie Girsky is a CFP-designated registered investment advisor at G-Squared Advisory LLC, based in Mamaroneck, NY, with 13 years of industry experience. Laurie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 4 more.

Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

G-Squared Advisory offers investment advisory services for $400 per hour, billed in half-hour increments. They do not manage your investments directly or charge fees based on the value of your portfolio.

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Laurie Girsky
LG
Laurie Girsky

Location

180 East Prospect Ave #125, Mamaroneck, NY, 10543

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
G-Squared Advisory LLC
January 2014 - Present · 12 yrs 4 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
February 2004 - January 2005 · 11 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Laurie Girsky
LG
Contact
Laurie Girsky
Laurie Girsky - Financial Advisor | TrueAdvisor