Frank Patrick Marzano
Chief Executive Officer at GM Advisory Group, Inc.
Profile
Mr. Frank P.
Marzano, CPA, is a Managing Principal at GM Advisory Group, Inc. He is on the Board of Directors at Tomorrow's Hope Foundation.
He has over 25 years of experience, he is a trusted advisor who thoroughly understands the many opportunities and complexities of managing wealth.
He received his undergraduate degree from The Pennsylvania State University and a graduate degree from Long Island University.
He is a Certified Financial Planner and Certified Public Accountant.
Frank Patrick Marzano 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. | Chief Executive Officer | 2003-12-31 |
Tomorrow's Hope Foundation
Tomorrow's Hope Foundation Investment Trusts/Mutual FundsMiscellaneous Tomorrow's Hope Foundation is a non-profit organization that provides scholarship and program funding for the needs of students and schools. The company was founded in September 2005 and is headquartered in Uniondale, NY. | Director/Board Member | - |
Training of Frank Patrick Marzano
Long Island University | Graduate Degree |
The Pennsylvania State University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
---|---|
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 |
Tomorrow's Hope Foundation
Tomorrow's Hope Foundation Investment Trusts/Mutual FundsMiscellaneous Tomorrow's Hope Foundation is a non-profit organization that provides scholarship and program funding for the needs of students and schools. The company was founded in September 2005 and is headquartered in Uniondale, NY. | Miscellaneous |
- Stock Market
- Insiders
- Frank Patrick Marzano