AdvisorOS Directory
Claim Profile
SG

Susan Mary Grayson

NEW ENGLAND GUILD WEALTH ADVISORS, INC.·AVON, Connecticut
Unclaimed Profile
139 SIMSBURY ROAD, AVON, CT 06001CRD# 4382598Firm CRD# 106400
01

About

Susan Mary Grayson is a registered financial advisor based in AVON, Connecticut, affiliated with NEW ENGLAND GUILD WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NEW ENGLAND GUILD WEALTH ADVISORS, INC.
NEW ENGLAND GUILD WEALTH ADVISORS, INC.
AUM
$397M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at NEW ENGLAND GUILD WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4382598
Firm CRD# 106400
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in AVON?

Browse all registered financial advisors in AVON, Connecticut or claim this profile if it's yours.

Browse AVON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Susan Mary Grayson offer?
Susan Mary Grayson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AVON, Connecticut for a consultation.
What are Susan Mary Grayson's credentials?
Susan Mary Grayson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Mary Grayson located?
Susan Mary Grayson is based in AVON, Connecticut, working with NEW ENGLAND GUILD WEALTH ADVISORS, INC.. Their office serves clients in the AVON metropolitan area and surrounding communities.
How does Susan Mary Grayson charge for services?
Susan Mary Grayson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW ENGLAND GUILD WEALTH ADVISORS, INC.?
NEW ENGLAND GUILD WEALTH ADVISORS, INC. has approximately 7 employees and manages $397M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in AVON
Harold Lilburn Rives — NEW ENGLAND GUILD WEALTH ADVISORS, INC.Ernest Patrick Logue — NEW ENGLAND GUILD WEALTH ADVISORS, INC.Scott Peter Conners — FLOWSTONE PARTNERS, LLCAlan Miles Rothstein — ASSET STRATEGIES, INC.Jay Stuart Spivak — SPIVAK ASSET MANAGEMENT, LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile