Gary Sancilio

THE AFFINITY GROUP

Albany, NY 12203

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CRD#: 1585241

Professional summary

Gary Sancilio is a registered financial advisor currently at THE AFFINITY GROUP, LLC located in Albany, New York.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Gary has worked at 5 firms and has passed the Series 63, Series 7TO, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

NAME: GARY SANCILIO INV REL: Y ADDR: 24 CENTURY HILL DR, LATHAM, NY 12110 NATURE: INDIVIDUAL LIFE, GROUP LIFE, LIF, LTC, DI POSITION: AGENT START: 1/3/2006 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Sancilio's CRS (Customer Relationship Summary).

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®

None

Experience

Current

May 16, 2021 - Present

THE AFFINITY GROUP, LLC

Office #1: 4 Tower Place First Floor, Albany, NY 12203

RIA

CRD#: 283819

Albany, NY

Past

August 24, 2009 - May 12, 2021

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

LATHAM, NY

Past

February 21, 2003 - May 12, 2021

MML INVESTORS SERVICES, LLC

CRD#: 10409

LATHAM, NY

Past

December 13, 1999 - February 6, 2002

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

COHOES, NY

Past

June 13, 1989 - September 16, 1991

TOWER SQUARE SECURITIES, INC.

CRD#: 833

EL SEGUNDO, CA

Past

April 10, 1987 - January 17, 1989

SIGNATOR INVESTORS, INC.

CRD#: 468

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
(5/16/2021)

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

Series 63

Date: 3/24/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/10/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/10/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/9/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/10/2022

General Securities Principal Examination

Current Firm

THE AFFINITY GROUP, LLC

AFFINITY BST ADVISORS, LLC | THE AFFINITY GROUP, LLC | BST WEALTH MANAGEMENT, LLC

CRD#: 283819 / SEC#: 801-107966

RIA

Registered Investment Advisory firm - (12/18/2023 Terminated)

New York

Registered Investment Advisory firm - (12/15/2023 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

4 Tower Place First Floor, Albany, NY 12203

Mailing Address

Phone number

(518) 776-1140

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 426,272

Red Flags

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.

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Advisor Monitoring

Firm Stability Insights

Gary Sancilio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Sancilio's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MERCER ALLIED COMPANY, L.P.

TOWER SQUARE SECURITIES, INC.

SIGNATOR INVESTORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/24/2000

Series 7TO

Date: 10/10/2022

SIE

Date: 10/1/2018

Series 7

Date: 12/10/1999

Series 6

Date: 4/9/1987

Series 24

Date: 10/10/2022

Current Firm

THE AFFINITY GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THE AFFINITY GROUP, LLC

TRUST BUT VERIFY

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