AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
JC

Jacob Cytto

CRD# 1157489·Registered 1983 - 2010
Previously Registered: Being a previously registered professional could mean that Jacob is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Jacob Cytto, who also goes by Jake Cytto, was a registered financial advisor. Jacob was a previously registered financial advisor and started their career in finance 1983 - 2010. Jacob had worked at 6 firms and has passed the Series 65, Series 63, Series 15 and Series 7 exams.

At a Glance

—

Fiduciary Standard

—

Fee Structure

—

Account Minimum

—

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jake Cytto

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

No current employment

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

43 years in the financial services industry

Current & Past Employments

GMS GROUP·CRD# 8000
RIA
Livingston, NJ
September 19, 2006 - June 7, 2010
GMS GROUP·CRD# 8000
BD
Livingston, NJ
September 19, 2006 - March 2, 2012
A. G. EDWARDS & SONS, INC.·CRD# 4
RIA
Short Hills, NJ
April 28, 2006 - September 11, 2006
A. G. EDWARDS & SONS, INC.·CRD# 4
BD
Short Hills, NJ
April 28, 2006 - September 11, 2006
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
RIA
Morristown, NJ
May 8, 2002 - May 13, 2006
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
Morristown, NJ
July 31, 1993 - May 13, 2006
LEHMAN BROTHERS INC.·CRD# 7506
BD
New York, NY
April 11, 1988 - July 31, 1993
E. F. HUTTON & COMPANY INC·CRD# 235
BD
March 20, 1987 - April 11, 1988
MOSELEY SECURITIES CORPORATION·CRD# 7908
BD
July 21, 1983 - February 13, 1987

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

GMS GROUP
GMS GROUP

GMS GROUP | THE GMS GROUP, LLC | THE GMS GROUP, L.L.C. | THE G.M.S. GROUP, L.L.C. | THE G.M.S. GROUP, INC. | MOORE & SCHLEY MUNICIPALS, INC.

CRD#: 8000 / SEC#: 801-126662, 8-23936
RIA
Registered Investment Advisory firm - SEC (10/8/2026 Terminated)
Florida
Registered Investment Advisory firm - SEC (3/31/2026 Approved)
New Jersey
Registered Investment Advisory firm - SEC (9/29/2026 Approved)
Texas
Registered Investment Advisory firm - SEC (1/8/2007 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

120 Eagle Rock Ave Suite 300, East Hanover, NJ 07936

Mailing Address

120 Eagle Rock Ave Suite 300, East Hanover, NJ 07936

Phone Number

(973) 535-5000

Established

Delaware since 03/05/1997

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

# of Employees

15

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

THE GMS GROUP DISCLOSURE BROCHURE (9/10/2026)

Direct owners and executive officers

NamePositionCRD#
GMS GROUP HOLDINGS CORPMEMBER—
CAPONE, CARMINE CLAUDIOEXECUTIVE VICE PRESIDENT/DIRECTOR1124455
DEMBOWSKI, DANIELLE DENISECHIEF FINANCIAL OFFICER5855269
DONOHUE, TIMOTHY JOSEPHSROP/CROP/DIRECTOR/CHIEF COMPLIANCE OFFICER/COO725373
DONOHUE, TIMOTHY JOSEPHPRESIDENT725373
ESTANISLAO, LEONARDOCHIEF INFORMATION OFFICER/SENIOR VICE PRESIDENT/DIRECTOR4622553
FELDMAN, JUSTYN SETHSENIOR VICE PRESIDENT - DIRECTOR2283535
FELDMAN, MELVINDIRECTOR, SR VICE PRESIDENT205924
KONSIG, PAUL ROBERTCEO500443
KONSIG, PAUL ROBERTDIRECTOR500443
KOROSTOFF, DAVID BRUCEDIRECTOR, SR. VICE PRESIDENT1205712
LENZI, JEFFREY PAULSENIOR VICE PRESIDENT/DIRECTOR2452390
LIPMAN, MATTHEW ERICSECRETARY2367335
MANTE, PAUL DAVIDSENIOR VICE PRESIDENT - DIRECTOR4911949
MCKENNA, MICHAEL JAMESEXECUTIVE VICE PRESIDENT1524460
PRICE, BARBARA BENEDICTDIRECTOR, SR. VICE PRESIDENT17944
VESSELS, STEPHEN GLENNEXECUTIVE VP2403660

Regulatory Assets Under Management

Total Number of Accounts

1

AUM (Assets Under Management)

$19,831,795

Disclosures

Regulatory Event

8

Arbitration

10

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 1992About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1984About the Series 63 exam

Series 15 — Foreign Currency Options Examination

Passed Jun 1984

Series 7 — General Securities Representative Examination

Passed Jul 1983About the Series 7 exam

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
JC
Follow Jacob
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required