Lindzy Gasparella is a registered investment advisor at Golden Bay Advisors LLC, based in Chappaqua, NY, with 14 years of industry experience. Lindzy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 154 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Golden Bay Advisors manages investment portfolios for a fee that is a percentage of the value of your account. The specific percentage is negotiated individually with each client.
Location
Chappaqua, NY
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Golden Bay Advisors LLC
Previous Registrations
Altruist Financial LLCBroker
Shareholders Service Group, LLCBroker
UBS Financial Services INC.Broker
Shareholders Service Group, INC.Broker
State Registrations2 states
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.