← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（10/11/2024）
GYL FINANCIAL SYNERGIES, LLC · 所有者与执行高管（CRD 284758）
机构事实页：本库未收录该机构事实页 | 官方原文：IAPD firm-summary/284758
Schedule A · 直接所有者（17 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| YOLLES, JONATHAN, STUART | 个人 | PRESIDENT OF PRIVATE CLIENT SERVICES & CO-FOUNDER | 是 | NA |
| FOCUS OPERATING, LLC | 境内实体 | MEMBER (MANAGER) | 是 | E |
| GOLDBERG, GERALD, BARRY | 个人 | CHIEF EXECUTIVE OFFICER AND CO-FOUNDER | 是 | NA |
| LEPORE, MICHAEL, JOSEPH | 个人 | MANAGING DIRECTOR OF INSTITUTIONAL CLIENT SERVICES | 是 | NA |
| MCDONALD, CLAIRE, FOSTER | 个人 | MANAGING DIRECTOR & SENIOR INSTITUTIONAL CONSULTANT | 是 | NA |
| KARADIMAS, PETER, AUGUSTUS | 个人 | MANAGING DIRECTOR & SENIOR WEALTH ADVISOR | 是 | NA |
| MCBRIDE, JOSEPH, BERNARD | 个人 | MANAGING DIRECTOR & SENIOR WEALTH ADVISOR | 是 | NA |
| GELB, RACHEL, MARYN | 个人 | MANAGING DIRECTOR - CHRO | 是 | NA |
| CIOTOLI, MELISSA, A | 个人 | MANAGING DIRECTOR & SENIOR WEALTH ADVISOR | 是 | NA |
| GREEN, MICHAEL, LAWRENCE | 个人 | MANAGING DIRECTOR AND SENIOR WEALTH ADVISOR | 是 | NA |
| BRIER, JOSHUA, I | 个人 | COO | 是 | NA |
| CADENA, ROSA, DIANA | 个人 | CHIEF COMPLIANCE OFFICER | — | NA |
| MARSDEN, VINCENT, JOHN | 个人 | MANAGING DIRECTOR & SENIOR WEALTH ADVISOR | — | NA |
| GIVENTER, CRAIG, MITCHELL | 个人 | MANAGING DIRECTOR OF PORTFOLIO STRATEGIES | — | NA |
| COHEN, AARON | 个人 | MANAGING DIRECTOR AND CO-FOUNDER | — | NA |
| HOTALING, BRUCE, T | 个人 | MANAGING DIRECTOR AND CO-FOUNDER | 是 | NA |
| GOLDBERG, JOSHUA, SAMUEL | 个人 | MANAGING DIRECTOR AND SENIOR WEALTH ADVISOR | 是 | NA |
Schedule B · 执行高管（10 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| FOCUS FINANCIAL PARTNERS, LLC | MEMBER | 是 |
| FOCUS FINANCIAL PARTNERS INC. | MEMBER | 是 |
| FERDINAND FFP ACQUISITION, LLC | SHAREHOLDER, CLASS A COMMON STOCK | 是 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | SHAREHOLDER CLASS B COMMON STOCK | 是 |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | MEMBER | 是 |
| FERDINAND FFP PARENT, INC. | MEMBER | 是 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | SHAREHOLDER | 是 |
| CD&R FERDINAND HOLDINGS, L.P. | PARTNER | 是 |
| CD&R FERDINAND CO-INVESTOR, L.P. | PARTNER | 是 |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | PARTNER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
