CG
CFP
CG
CFP

Cynthia Golub

12 Years of Experience
Mamaroneck, NY

Cynthia Golub is a CFP-designated registered investment advisor at G-Squared Advisory LLC, based in Mamaroneck, NY, with 12 years of industry experience. Cynthia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 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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Contact

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Cynthia Golub

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
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.
Additional Information

Prior to founding G-Squared Advisory, Cindy was previously employed by Goldman, Sachs in the Fixed Income Division where she worked as a Vice-President for 15 years.

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Contact
Cynthia Golub