G-Squared Advisory LLC

RIASEC 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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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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