G-Squared Advisory LLC
Firm details
- Headquarters
- Mamaroneck, New York
- CRD number
- 152968
- Website
- gsquaredadvisory.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
G‑Squared Advisory LLC is organized as a limited liability company owned by an individual and operates as a small advisory practice that emphasizes planning and education over traditional asset management. The firm offers financial planning services and runs educational seminars and workshops. Its listed fee model is fee‑for‑service, primarily hourly charges and fixed fees rather than assets‑under‑management or commission-based billing. Regulatory and classification fields in the record are sparse: the entity is not flagged as a multi‑state adviser, is not identified as an active ESG investor, and is not described as a capital allocator or pension consultant. The snapshot does not provide a registration year with the SEC or more granular business lines beyond the planning and educational activities.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Cynthia Golub
Founding PrincipalCRD 717263

Laurie Girsky
Founding PrincipalCRD 1311426
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Topspin Management Company Lbo LLC
RIAMamaroneck, NY
Trian Fund Management, L.P.
RIANew York, NY
Tuttle Financial Services, Ltd.
RIANew York, NY
RGA Investment Advisors, LLC
RIAGreat Neck, NY
Emerge Capital Management
RIABuffalo, NY
Mazars Wealth Advisors
RIANew York, NY