GM Advisory Group, Inc. is honored to have been recognized as one of the premier financial firms in the country. Please browse the links on this page to learn more about the acclaim we've received from some of the nation's most respected financial publications.

Frank Marzano and GMAG Listed On Barron’s Top 1,000 Financial Advisors

We are pleased and proud to announce that Frank Marzano and GM Advisory Group were ranked on Barron’s Annual Top Financial Advisors list published on Saturday, February 18, 2012. We are particularly proud of this achievement because the list is comprised of predominantly wirehouse advisors, and GMAG is one of only 6 independent advisors on the list of 100 advisors for New York State. The rankings are based on factors including assets under management, revenue, regulatory record, quality of practice and philanthropic work.

Frank Marzano & Bruno Fellin to Attend Barron’s Top Independent Advisors Summit

Frank Marzano and Bruno Fellin will be attending the invitation-only Barron’s Top Independent Advisors Summit in Phoenix in March 2012. Barron’s is hosting an elite gathering of the nation’s pre-eminent independent advisors to meet with the leaders and opinion-shapers of the independent advisory profession. This event is designed to facilitate a free-flowing exchange of information, ideas and insights through peer-based communication and an unwavering focus on best practices and winning wealth-management strategies. Frank Marzano was asked to be a featured speaker at the conference.

Ed Vallar Attended Strategas’ Washington Policy Conference

Ed Vallar attended Strategas’ 1st Annual Washington Policy Conference on January 25th in Washington, D.C. Attendance was invitation-only and limited to only 100 participants. The conference featured speakers who discussed different perspectives for policy agendas in 2012 and gave insight into the pending legislation and policies that will affect our clients in the coming year. Speakers include Kathy Casey (former Commissioner of U.S. Securities & Exchange Commission), Charlie Cook (publisher of “The Cook Political Report”), Grover Norquist (President, Americans for Tax Reform), and Dr. Alice Rivlin (founding Director of the Congressional Budget Office (CBO), President Clinton’s Director of Office of Management and Budget (OMB), and former Vice Chairman of the Federal Reserve.For Ed Vallar’s summary of take-aways from the conference, please contact our Director of Operations, Emily Alessio, at 631.227.3900 or ealessio@gmadvisorygroup.com.

Bruno Fellin Attended “Bloomberg Portfolio Manager Mash-Up” in NYC

Bruno Fellin attended the “Bloomberg Portfolio Manager Mash-Up” in New York City on February 16th, 2012. This event brought together top portfolio managers from asset management firms to discuss the biggest issues that will impact markets in 2012. The conference aimed to provide insight into investment strategies of the best portfolio managers.

GMAG Named One of FA Magazine's "2011 Top RIA Firms" in the July 2011 Issue

Financial Advisor Magazine ranked GMAG as one of the Top RIA Firms in the country in its annual RIA Survey and Ranking in the July 2011 issue.

GMAG Recognized on AdvisorOne's 2011 Top Wealth Manager List

In the August 2011 edition of AdvisorOne (formerly Wealth Manager), GMAG was ranked as one of the 2011 Top Wealth Managers in the country.

GM Advisory Group has Moved!

We are pleased to announce that GM Advisory Group moved into the new Rubie Corporate Plaza in Melville, New York. Please take note of our new contact information:

400 Broadhollow Road Suite 301
Melville, NY 11747
tel: 631-227-3900
fax: 631-227-3909

Bruno Fellin and Frank Lavrigata Attended Institutional Investor's U.S. Sub-Advisory Roundtable

Bruno Fellin and Frank Lavrigata attended Institutional Investor's "U.S. Sub-Advisory Roundtable" at the Harvard Club in New York City on July 19th-20th.The invitation-only roundtable analyzed the role sub-advisors are likely to play as we recover from— and make decisions following—the historically exceptional global economic collapse of 2008-2010.

Kristine Boduch, Lyndsey Gorham & Emily Alessio Attended Barron's Top Teams Summit

Kristine Boduch, Lyndsey Gorham and Emily Alessio attended the second annual Barron's Winner's Circle Top Advisory Teams Summit in Washington, D.C. in July. This invitation-only conference is an intense 3-day program that provides a forum for the nation’s top advisory teams to converge and participate in workshops and breakout sessions. 

Frank Marzano and Edward Vallar Attended Barron’s Top Independent Advisors Summit

Barron’s Magazine invited Frank Marzano and Ed Vallar to attend its annual "Winner’s Circle Top Independent Advisors Summit" in Orlando on March 23-25 in Orlando. Ed Vallar was a featured speaker at this conference, where he lead a discussion group on investing in Gold & Commodities.

Frank Marzano Selected to be Inaugural Member of the Pershing Advisory Council

Frank Marzano was selected to be an Inaugural Member of the Pershing Advisor Solutions Advisory Council. As a member of the Advisory Council, Frank will have the unique opportunity to contribute to important strategic initiatives that shape and define the Pershing Advisory Solutions offering. The council will represent a wide range of firms from across the country including investment and wealth managers.

Ed Vallar Featured Speaker at the 9th Annual World Alternative Investment Summit Conference

Edward Vallar spoke at the Ninth Annual World Alternative Investment Summit Conference (WAISC) in Niagara Falls on September 14, 2010. This conference brought together over 400 senior level decision makers to discuss every side of the alternative investment space and Ed was a featured speaker on the Commodities Panel.

Pershing's INSITE Conference

Frank Marzano was a featured speaker at Pershing’s annual INSITE Conference in June 2010. Frank was one of three panelists speaking in the session “Insights into the Minds of the Industry’s Top Advisors.” The formal invitation for the panel discussion is attached, and you may watch the video of the panel session. Investment Advisor posted an article on June 10, 2010 about the panel. The annual Pershing event also featured former Treasury Secretary Hank Paulson, professor and author Moshe Milevsky, professor and author Jeremy Siegel, and CNN commentator David Gergen as keynote speakers.
Read the Article | Watch the Video

GMAG Named One of the Top Wealth Managers in the Country by Wealth Manager Magazine

In the July 2010 issue of Wealth Manager Magazine, GM Advisory Group is listed as one of the top wealth managers in the country in their 2010 Top Wealth Manager Rankings.

GMAG Named One of the Top Advisory Firms in the Country by Financial Advisor Magazine

In the July 2010 issue of Financial Advisor (FA) Magazine, GM Advisory Group is listed as one of the top advisory firms in the country in their 2010 RIA survey.

Kristine Boduch and Lyndsey Gorham Attended Barron’s Top Advisory Teams Summit

Kristine Boduch and Lyndsey Gorham attended the first annual Barron's Winner's Circle Top Advisory Teams Summit in July 2010. Advisory teams from all over the nation converged in Washington, D.C. for an intense three-day program of workshops, focused on the importance of communication, coordination, delegation and lateral thinking for team success. The quality of the ideas put forward and the level of discourse in this session were a direct reflection of the caliber of financial minds at this invitation-only event.
Learn About the Conference

Bruno Fellin Attended the Innovative Alternative Strategies Conference

Bruno Fellin attended the Innovative Alternative Strategies Conference in Chicago on July 27, 2010. This conference consisted of two days of panels and educational workshops that looked into the new breed of alternatives and how they are being utilized.
Learn About the Conference

Edward Vallar Featured Speaker at the ETF Indexing and Structured Products 2010 Conference

Edward Vallar was a featured speaker at the ETF Indexing and Structured Products 2010 Conference in Toronto on October 26, 2010. This conference focused on the latest trends and developments in the ever-changing ETF environment. Ed was a speaker on the panel session called, “Gold & Commodities.”

Edward Vallar Speaks at the Annual Inside ETFs Conference

Edward Vallar was a speaker at the third annual Inside ETFs Conference on January 11, 2010.  He was a panelist speaker for a session called, “Is Gold Golden? Or Is the Luster Gone?”
Learn About the Conference

Bruno Fellin Interviewed for Registered Rep.

Bruno Fellin was interviewed for an article posted on April 30, 2010 for Registered Rep. magazine online entitled, “What? Me Worry? Boomer Retirement Attitudes Fall Short, Report Finds”
Read the article

Dorothy Piccirillo Honored

Dorothy Piccirillo was selected to be on the invitation-only Pershing Advisory Board for 2010. As a Board Member, Dorothy will have the opportunity to contribute to the growth of Pershing’s leading technology products and meet with senior leaders of Pershing. Dorothy will provide guidance to Pershing on strategy and development of NetExchange technology products and services. Board member invitations were extended to a limited number of individuals. Members were selected by Pershing and its customers as leaders within the industry, and Dorothy is one of only twelve board members. We are very proud of her!

Barron's Magazine

April 16, 2010
Barron's named Frank Marzano among “best of best” financial advisors attending their “Winner’s Circle Top Independent Advisors Summit.”
Read the press release from Barron's (requires Adobe Reader)

Barron's Magazine

Barron's rated us as one of the country’s top advisory firms in their February 9, 2009 issue. They also listed us as the third-ranked independent advisor in New York State.
Read the Article | Read the press release from Barron's (requires Adobe Reader)