Frank Balas

Analyst-Equity at GM Advisory Group, Inc.

Finance

Consumer Services

Profile

Mr. Frank Balas, CFA, is a Director of Investment Strategy at GM Advisory Group, Inc. He is a key contributor to the formulation of and is responsible for maintaining GMAG’s investment outlook and portfolio strategy along with performing due diligence on existing and prospective investments.
He also works closely with GMAG’s wealth advisors and client service team to ensure that GMAG’s investment outlook is reflected in clients’ portfolios.
He has over nine years of industry experience.
He joined GMAG in 2015 after spending five years at Morgan Stanley, where he most recently was an associate in the bank’s Global Wealth Management Group.
He received his undergraduate degree from Salisbury State University.

Frank Balas active positions

Companies	Position	Start
GM Advisory Group, Inc. GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program.	Analyst-Equity	2014-12-31

All active positions of Frank Balas

Training of Frank Balas

Salisbury State University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Frank Balas's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	1
GM Advisory Group, Inc. GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program.	Finance