Laurie Girsky

G-SQUARED ADVISORY LLC

Mamaroneck, NY 10543

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CRD#: 1311426

Professional summary

Laurie Girsky, CFP®, who also goes by Laure Ellen Ratner, Laurie Ellen Ratner, is a registered financial advisor currently at G-SQUARED ADVISORY LLC located in Mamaroneck, New York.

Laurie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Laurie has worked at 3 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.

Biography

Prior to founding G-Squared Advisory, Laurie worked for several years at both Merrill Lynch and PaineWebber in the retail division where she was responsible for client development.  Previously Laurie worked for PaineWebber in the institutional equity sales division for over ten years.  She has a B.A. from Cornell University in economics where she attained membership in Phi Beta Kappa.  Laurie holds an MBA from Columbia University in finance.  She has a certificate in financial planning from New York University.  Laurie is also a candidate for CFP certification.  She serves on several philanthropic boards.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Investment Planning

Budgeting

Retirement Planning

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

Hourly

Investment Advice without Ongo...

Middle Income Client Needs

Women's Financial Planning Iss...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Laure Ellen Ratner | Laurie Ellen Ratner

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laurie Girsky's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

January 15, 2014 - Present

G-SQUARED ADVISORY LLC

Office #1: 180 East Prospect Ave #125, Mamaroneck, NY 10543

RIA

CRD#: 152968

Mamaroneck, NY

Past

February 9, 2004 - January 5, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MOUNT KISCO, NY

Past

June 2, 2003 - January 5, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

November 8, 1984 - April 4, 2003

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(6/8/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/11/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/15/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/12/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/20/1984

General Securities Representative Examination

Current Firm

G-SQUARED ADVISORY LLC

CRD#: 152968 / SEC#:

Maryland

Registered Investment Advisory firm - (12/21/2023 Terminated)

New York

Registered Investment Advisory firm - (4/9/2010 Approved)

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).

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Contact information

Main Address

180 East Prospect Ave #125, Mamaroneck, NY 10543

Mailing Address

Phone number

(914) 263-1082

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Laurie Girsky

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laurie Girsky's CRS (Customer Relationship Summary).

Certified licenses

Experience

G-SQUARED ADVISORY LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/11/2009

Series 66

Date: 10/15/2003

Series 63

Date: 2/12/1988

Series 7

Date: 10/20/1984

Current Firm

G-SQUARED ADVISORY LLC

Contact information

Documents

Red Flags

Company Information

G-SQUARED ADVISORY LLC

TRUST BUT VERIFY

Contact information

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